Affluence Insights
Latest Articles
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
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
Welcome to our monthly report. In financial markets, May was a repeat of April. And once again, each of our Funds delivered results that were
Welcome to our monthly report. April was another volatile month in financial markets. Our cautious approach continued, with higher than average cash holdings and hedging
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
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 the
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 rising
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.
Welcome to 2022! All our funds delivered positive returns in December, capping off a good year and helped by continuing buoyant asset markets. In calendar
Our unbroken run of positive returns finally came to an end in November as the Affluence Investment Fund was flat and our other two funds
Hi ,Welcome to our monthly update. Despite Australia and most global stock markets falling last month, all our funds delivered positive returns. Links to the
Let Us Help You Make Better Investment Decisions
Our monthly eNews includes Fund updates, investments ideas and other things we find interesting.
It’s the best way for us to keep in touch, and for you to get to know us better. And we believe it’s important that you understand how we invest before you consider putting your money to work with us. Subscribe here to get our best ideas delivered straight to your inbox.