Our Investment Philosophy

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Affluence | Invest Differently


At Affluence we believe the best investment returns come from blending multiple, complimentary strategies that have proven to work over time. Our investment philosophy is designed around our core values:

Invest Differently – If you want better than average returns you need to invest differently and more strategically than the crowd.

Invest for Value – Value investing works best in the long term, particularly when combined with positive momentum.

Competitive Advantage – Investing in markets where there is less competition makes it easier to achieve above average results.

Market Awareness – Being aware of long-term cycles and seeking to time investments can significantly improve performance.

Be Patient – Long-term success requires a long-term focus, which in return requires patience and discipline.

Lowering Volatility – A focus on lower volatility of returns through diversification provides comfort for investors.

We apply this philosophy to our three existing Funds; the Affluence Investment Fund, Affluence LIC Fund and the Affluence Small Company Fund.

To find out more about our Funds, and whether they might be right for you, go here.

All the best with your investing.

Affluence Investment Team

If you have any questions please do not hesitate to contact us.

P:1300 233 583 E:[email protected] W: www.affluencefunds.com.au

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This information has been prepared by Affluence Funds Management Limited ABN 68 604 406 297 AFS licence no. 475940 (Affluence) as general information only. Neither the information nor any opinion expressed constitutes an offer by Affluence, its subsidiaries, associates or any of their respective officers, employees, agents or advisers to buy or sell any financial products. The content has been prepared without considering your objectives, financial situation or needs. In deciding whether to acquire or continue to hold an investment in any Affluence fund you should consider the relevant Product Disclosure Statement or other disclosure document or continuous disclosure updates available from Affluence. Affluence, its subsidiaries, associates or any of their respective officers, employees, agents or advisers do not guarantee the performance or success of any Fund, the repayment of capital, or any particular rate of capital or distribution return. Past performance is not indicative of future performance. Affluence recommends you consult your professional adviser to determine whether the products offered by Affluence fit your objectives, financial situation or needs before deciding to invest. Some Affluence funds are only available to Eligible Investors.

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