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Six Investment Lessons from fifteen years of data
Education, Investment Markets

Six Investment Lessons from Fifteen Years of Data

The latest SPIVA results from Standard and Poors are in. They provide some important investment lessons on where to look if you’d like to find long-term outperforming managed funds, although that’s not the impression you’d get from reading the report. In …
Daryl Wilson
13 April 2018
the asx has a very bad day
Education, Investment Markets

When the ASX has a very bad day

On Tuesday 6 February 2018, the ASX fell 3.4%. Tens of billions of value was wiped from stock markets around the world. We get a lot of questions about how we handle a day like that. What exactly do we do …
Daryl Wilson
06 February 2018
numbers on a digital screen
Affluence Members

Fund Manager Profile April 2017

The Fund provides investors with exposure to global markets through a long short equity strategy, with a bias towards Australia.
The Fund provides investors with exposure to global markets through a long short equity strategy, with a bias towards Australia.
Greg Lander
20 April 2017
man holding coins with a small plant
Affluence Members

Fund Manager Profile February 2017

The Fund aims to preserve and growth capital in real terms, seeking both an absolute return and in excess of the ASX 300.
The Fund aims to preserve and growth capital in real terms, seeking both an absolute return and in excess of the ASX 300.
Greg Lander
28 February 2017