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Hi, Welcome to our monthly report. In financial markets, May was a repeat of April. And once again, each of our Funds delivered results that
![Affluence eNews article](https://affluencefunds.com.au/wp-content/uploads/2023/11/Affluence-eNews-alternate-768x433.png)
Hi, Welcome to our monthly report. April was another volatile month in financial markets. Our cautious approach continued, with higher than average cash holdings and
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Hi, Welcome to a much later than usual monthly report. Holiday schedules have conspired to slow us down markedly this month. We will do better
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Hi, February was dominated by the tragic events in Ukraine. This caused global stock markets to fall approximately 5% on average, following January’s losses. While
![Affluence eNews article](https://affluencefunds.com.au/wp-content/uploads/2023/11/Affluence-eNews-alternate-768x433.png)
Hi, January was a tough month for financial markets. In our last few monthly reports, we’ve discussed our concerns that rising inflation would lead to
![Affluence Investment Fund 2019 Annual Report](https://affluencefunds.com.au/wp-content/uploads/2023/10/Affluence-LIC-Fund-2018-Annual-Report-768x512.jpg)
The Affluence Investment Fund December 2021 Half Year Financial Report is available here.
![Affluence Investment Fund 2019 Annual Report](https://affluencefunds.com.au/wp-content/uploads/2023/10/Affluence-LIC-Fund-2018-Annual-Report-768x512.jpg)
The Affluence LIC Fund December 2021 Half Year Financial Report is available here.
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Hi, Welcome to 2022! All our funds delivered positive returns in December, capping off a good year and helped by continuing buoyant asset markets. In
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Hi, Our unbroken run of positive returns finally came to an end in November as the Affluence Investment Fund was flat and our other two
![Affluence Investment Fund Jan 21 RG240](https://affluencefunds.com.au/wp-content/uploads/2023/11/Affluence-Investment-Fund-RG240-Report-768x512.jpg)
Information about the Affluence Investment Fund FY21 fees and costs is included in this disclosure update. The update can be accessed here. The update provides information
![Affluence Investment Fund Jan 21 RG240](https://affluencefunds.com.au/wp-content/uploads/2023/11/Affluence-Investment-Fund-RG240-Report-768x512.jpg)
Information about the Affluence LIC Fund FY21 fees and costs is included in this disclosure update. The update can be accessed here. The update provides
![Affluence eNews article](https://affluencefunds.com.au/wp-content/uploads/2023/11/Affluence-eNews-alternate-768x433.png)
Hi ,Welcome to our monthly update. Despite Australia and most global stock markets falling last month, all our funds delivered positive returns. Links to the
![Affluence Investment Fund 2019 Annual Report](https://affluencefunds.com.au/wp-content/uploads/2023/10/Affluence-LIC-Fund-2018-Annual-Report-768x512.jpg)
The Affluence Investment Fund 2021 Annual Report is available here.
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