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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
Hi, May was a tough month for investment markets, with most areas suffering falls. The exception was large technology stocks, which rallied as investors rushed
Hi, Australian and global equity markets increased in April and all Affluence Funds were up for the month. Fund reports can be accessed below. In
Hi, All Affluence fund returns were stable last month (one up slightly, one flat, one down slightly), while the ASX 200 Index fell by 0.2%.
The Affluence Investment Fund RG240 report is now available. All statistics and amounts in this report are as at 31 March 2023 unless stated otherwise.
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