Latest Articles

Fund Manager Profile April 2020

A 20-year track record of around 13% pa returns, just two negative years (small ones at that) and a wide investment mandate make this Fund something special.
Interest rates

March madness in financial markets

March 2020 will go down as one of the crazier months in financial markets. March …

Fund Manager Profile March 2020

The Baker Steel Gold Fund specialises in gold and precious metals, with a portfolio of globally listed gold and precious metals equities
phoenix rising above ashes

Fund Manager Profile February 2020

This fund from Phoenix Portfolios invests in Australian microcaps with a value bias and has produced significant returns with low volatility. They have a portfolio which is likely to be different to other managers.
Affluence Investment Fund 2019 Annual Report

Affluence Investment Fund December 2019 Half Year Financial Report

The Affluence Investment Fund December 2019 Half Year Financial Report is available here.  

Fund Manager Profiles

Daryl Wilson
Daryl Wilson
CEO / Director / Portfolio Manager

Daryl founded Affluence in 2015 and is co-manager of all investment portfolios. He has experience across all aspects of funds management including investment, operations and capital raising.

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Greg Lander
Greg Lander
Portfolio Manager

Greg is co-manager of all Affluence investment portfolios. His experience includes analysing new investment opportunities, asset allocation, performance reporting and portfolio management.

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