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The Affluence Investment Fund 2021 Annual Report is available here.
The Affluence LIC Fund 2021 Annual Report is available here.
Hi, Welcome to our monthly update. All funds delivered positive returns in August. Links to the monthly fund reports are below. It’s been an extremely
Hi, Welcome to our monthly update. July was a mixed bag for our funds. One up, one flat and one down. Links to the monthly
Hi, Welcome to our monthly update, a little later than usual. Another financial year has come to a close and it’s been a good one
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
Hi, Welcome to our monthly update. Once again, all three Funds delivered positive returns in May. Links to the monthly fund reports are below. Given
Below is the June 2021 financial year distribution and tax information for each of our funds. The end of the financial year is a busy
We’ve previously written about how the 14-month period from 31 January 2020 to 31 March 2021 provided the perfect opportunity to assess whether your fund
Hi Welcome to our monthly update. All three Funds delivered positive returns in April. Links to the monthly fund reports are below. Among the things
Hi This month, I’d like to depart slightly from my usual monthly commentary to talk specifically about the Affluence LIC Fund. The Fund will celebrate
Hi, Returns were close to zero across many markets in January. Prices climbed through most of the month, only to have those gains largely eroded
The Affluence Investment Fund December 2020 Half Year Financial Report is available here.
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