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Hi, Welcome to our monthly report. The 2022 financial year was a hectic one in markets. Commsec summed it up well. Had you invested in
Year Highlights Firstly, a massive thank you to all of you who trusted us with your hard-earned capital during the year. It is a responsibility
Below is the June 2022 financial year distribution and tax information for each of our funds. The end of the financial year is a busy
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
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
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
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
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
The Affluence Investment Fund December 2021 Half Year Financial Report is available here.
The Affluence LIC Fund December 2021 Half Year Financial Report is available here.
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
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
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
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