Affluence Insights
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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
Despite Australia and most global stock markets falling last month, all our funds delivered positive returns. Links to the monthly fund reports are below. We’ve
The Affluence Investment Fund 2021 Annual Report is available here.
The Affluence LIC Fund 2021 Annual Report is available here.
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 busy
Welcome to our monthly update. July was a mixed bag for our funds. One up, one flat and one down. Links to the monthly fund
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 for
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
Welcome to our monthly update. Once again, all three Funds delivered positive returns in May. Links to the monthly fund reports are below. Given the
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
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