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The Affluence LIC Fund RG240 report is now available. All statistics and amounts in this report are as at 31 March 2023 unless stated otherwise.
Hi, All three Affluence funds preserved capital in February, when the ASX 200 Index fell by 2.4%. Detailed fund reports can be accessed below. We’re
Hi, Markets bounced back hard in January, as investors started the year with a strong dose of optimism. All our funds delivered positive returns for
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
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