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Invest differently Hi , Happy new year from all of us at Affluence. All funds delivered positive returns in December, as a Santa rally delivered
Introduction It feels like we are stuck in the twilight zone. In 2023, investors oscillated between believing inflation was sticky and economies were heading for
Invest differently Hi, All our funds delivered positive returns in November. You can access the latest reports from the links below. After three months of
Invest differently Hi, Share markets fell for the third month in a row in October, though as we write, much of this has been recovered
Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since
Hi, Global share markets were down more than 4% in September, continuing their slide from August. Once again it was increasing long term bond yields
The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial
The Affluence Investment Fund 2023 Annual Report is available here.
The Affluence LIC Fund 2023 Annual Report is available here.
Hi, In August, the ASX200 index fell 0.7% and most global share markets were down 2-3%. Markets were rattled by increasing US 10 year bond
Hi, All our funds recorded positive returns in July. You can access July Fund reports from the links below. Australian and global equity markets rallied
Hi, The FY23 financial year finished in positive territory for most markets. The ASX 200 Index was up 14.8% and the ASX Small Ords up
Below is the June 2023 financial year distribution and tax information for each of our funds. The end of the financial year is a busy
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