A “best ideas” equity fund managed by Peter Cooper himself. Read on to find out more (for Affluence Members only).Login to read full article.
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Happy New Year from all of us at Affluence. All funds delivered positive returns in December, despite hefty falls on most equity markets. You can access the latest fund reports below. In our latest Investor Letter we review fund performance in …
Investment performance Affluence Fund returns and the relevant benchmarks are shown below. Our 2024 returns could best be described as solid but not spectacular. Longer-term returns (which is what matters), compare very well with passive alternatives. The 2024 year was a …
Information about the Affluence Income Trust FY24 fees and costs is included in this disclosure update. The update provides information about fees and costs for the year ended 30 June 2024.