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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.
Invest Differently HiOur three funds achieved returns between 9.8% and 22.9% in 2020. Considering the ASX 200 Index returned just 1.4% including dividends, we’ll mark
The following report provides an update on the Affluence Investment Fund FY20 fees and costs for the financial year ended 30 June 2020. Click here
The following report provides an update on the Affluence LIC Fund FY20 fees and costs for the financial year ended 30 June 2020. Click here
Hi It’s been an extraordinary year in so many ways, and investment markets during November were no exception. The ASX had its best month in
Hi, The last 6 weeks have seen a continuation of the market roller coaster we seem to have been on all year. In early October,
The Affluence Investment Fund 2020 Annual Report is available here.
The Affluence LIC Fund 2020 Annual Report is available here.
Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted Fund Invests In: Australian REITs and equities using a market
Introduction Welcome to our 2020 investor letter. Another financial year is in the record books, and FY20 will certainly rank as one of the more
Key details Fund: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian Investments (ASX: VG8) Fund Type: Listed Investment Company (LIC) Invests In: Global
We recently recorded this Affluence Investment Fund webinar. When picking stocks, buying high quality businesses is one of the best paths to long term success.
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