Are you unsure where to start when it comes to Managed Funds?
Download your free copy of our Guide to managed investment funds
Understand how Managed Investment Funds work and how they generate returns.
Learn how Managed Investment Funds compare to other investment structures.
Discover the process Affluence use to find the best Managed Investment Funds.
Our Listed Investment Company Guide
shows you what we look for
Our Affluence LIC Fund invests only in LICs. We focus on finding some of the best long-term performers in the LIC space in Australia and combine them with LICs trading at discounts to their underlying value.
Our guide contains hints on how we do it, what we look for, and what we ignore.
By downloading the Affluence Listed Investment Company Guide, you can learn:
- How LICs work and how they generate returns
- Key differences between LICs and other types of investments
- How to use LICs to diversify your portfolio
- The two key criteria we use to find the best LICs in Australia
- The 5 most important things to consider when looking at LICs
- Why size and liquidity matters – and the key advantage you have over big fund managers
- Why you should never buy an LIC based on its dividend yield
- Measuring LIC performance
- How to buy the best LICs in Australia at the right price
This guide summarises the results of hundreds of hours of our work into less than 20 pages for you.
Affluence. Invest Differently
Affluence Funds Management is a boutique investment firm that specialises in providing investors with a high quality, vastly diversified portfolio, all in a single fund.
The affluence business was formed to provide investors with a better investment solution.
About Our Fund
The Affluence Investment Fund is a highly diversified fund of funds that researches and invests with the top 1% of fund managers in all asset classes and investment types.
The Fund seeks to provide a combination of monthly income and long-term capital growth.
DISCLAIMER: Prospective investors are not to construe the contents of this website as tax, legal or investment advice. Neither the information nor any opinion expressed on this website constitutes an offer by Affluence Funds Management Pty Ltd ABN 68 604 406 297 AFS licence no. 475940 (Affluence), its subsidiaries, associates or any of their respective officers, employees, agents or advisers to buy or sell any financial products nor the provision of any financial product advice or service. The content has been prepared without taking into account your objectives, financial situation or needs. In deciding whether to acquire or continue to hold an investment in the Affluence Investment Fund you should consider the Information Memorandum available from Affluence. Affluence recommends you consult your professional adviser to determine whether the products offered by Affluence fit your objectives, financial situation or needs before making a decision to invest. The Affluence Investment Fund is currently only available to Eligible Investors.