Affluence Insights
Latest Articles
- Affluence Income Trust
- Affluence Investment Fund
- Affluence LIC Fund
- Affluence Small Company Fund
- eNews
- Investment Guides
- Fund Updates
- Education
- Investment Markets
Below is the 2020 financial year distribution and tax information for each of our funds. The end of the financial year is a busy time
The rise of debt LITs There are now eight debt focused Listed Investment Trusts (LITs) on the ASX. They have a combined market cap of
We recently recorded this Affluence LIC Fund webinar. When picking stocks, it is widely accepted that buying high quality businesses at a discount to their
Key Details Profile date: May 2020 Fund: Future Generation Australia Investment Company (ASX: FGX) Fund Type: Listed Investment Company (LIC) Invests In: Australian Equities Investment
Key Details Profile date: April 2020 Manager: Packer & Co Limited Fund: Packer & Co Investigator Trust Fund Type: Retail Unlisted Fund Invests In: Wide
March 2020 will go down as one of the crazier months in financial markets. March madness. Below, we explain what happened in March, how our
Key details Fund: Baker Steel Gold Fund Profile date: March 2020 Manager: Baker Steel Capital Managers Fund Type: Retail Unlisted Fund Invests In: Global listed
Hello We’re constantly on the lookout. We know where to look. We know what to look for. There are fund managers in Australia who we
Hello At Affluence we believe the best investment returns come from blending multiple, complimentary strategies that have proven to work over time. Our investment philosophy
Hello Our focus is on delivering superior long-term investment returns, and providing quality education and investment ideas that allow you to understand how and why
Key details Fund: Phoenix Opportunities Fund Profile date: February 2020 Fund Type: Retail Unlisted Fund Invests In: ASX small and micro-cap stocks Key People: Stuart
The Affluence Investment Fund December 2019 Half Year Financial Report is available here.
Key Details Manager: Tribeca Global Natural Resources Profile date: January 2020 Fund: Tribeca Global Natural Resources Limited (ASX: TGF) Fund Type: Listed Investment Company (LIC)
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.