Affluence Insights
Latest Articles
- Affluence Income Trust
- Affluence Investment Fund
- Affluence LIC Fund
- Affluence Small Company Fund
- eNews
- Investment Guides
- Fund Updates
- Education
- Investment Markets
The Affluence Investment Fund December 2022 Half Year Financial Report is available here.
The Affluence LIC Fund December 2022 Half Year Financial Report is available here.
Hi, Happy New Year. We hope you’ve had a great start to 2023.December was a tough month for markets to round out a tough year.
Interest rates & inflation Legendary debt investor Howard Marks periodically releases memos on how he sees the investing world. In December, he wrote that he
Hi, Welcome to our last update for 2022. All three Affluence funds delivered good returns in November, as stock markets once again moved higher during
Hi, Welcome to our latest update. All three Affluence funds delivered positive returns in October. Global and Australian stock markets also bounced back during the
Hi, Welcome to our monthly update. September was another rough month for equity markets. In Australia, the ASX200 Index fell 6.2%, and the ASX Small
The Affluence Investment Fund 2022 Annual Report is available here.
The Affluence LIC Fund 2022 Annual Report is available here.
Hi, Welcome to our monthly update. Markets bounced back in July and all of our funds delivered positive returns. In early August, we hosted our
Hi, Welcome to our monthly report. The 2022 financial year was a hectic one in markets. Commsec summed it up well. Had you invested in
Year Highlights Firstly, a massive thank you to all of you who trusted us with your hard-earned capital during the year. It is a responsibility
Below is the June 2022 financial year distribution and tax information for each of our funds. The end of the financial year is a busy
Let Us Help You Make Better Investment Decisions
Our monthly eNews includes Fund updates, investments ideas and other things we find interesting.
It’s the best way for us to keep in touch, and for you to get to know us better. And we believe it’s important that you understand how we invest before you consider putting your money to work with us. Subscribe here to get our best ideas delivered straight to your inbox.