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 very good fund performance this financial year, it is likely all three of our funds will pay “special” distributions for the June period. That means, if you are invested with us, the amounts paid to you in July will be higher than normal. More information can be found here. We will update this information as we complete the various items. If you would like to adjust your preferences to turn distribution reinvestment on or off, you can either login via Boardroom’s Investorserve page, or contact us.
If you’d like to invest with us this month, applications for the Affluence Investment Fund and Affluence Small Company Fund close on Friday 25 June.
If you have not yet invested in the Affluence LIC Fund, and wish to do so, your last chance closes on Wednesday 30 June. After that, only existing investors can add more. Want to know more? Go here.
Investments in all funds will be effective 1 July, with confirmations emailed about a week after that. As always, go to our website and click the “Invest Now” button to apply online or download application or withdrawal forms.
Among the things we found interesting this month, we look at energy neutrality by 2050, the ultimate SMSF end of financial year checklist and dinner at Bunnings.
If you have any questions or just want to give us some feedback, reply to this email or give us a call.
Regards, and thanks for reading.
Daryl, Greg and the Affluence Team.