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To view the full Affluence Small Company Fund December 2016 report in pdf format, click here. Australian and global markets continued to climb in December. The ASX Small Ordinaries increased by 3.6% for the month and 13.2% for the year. The …
To view the full Affluence Investment Fund Update – November 2016 in pdf format, click here. November was somewhat of an abnormal month for Australian and global markets, with the ASX 200 trading in a range of almost 10% during the month from …
This activist manager has delivered good returns through a quite different strategy. They predominantly invest in small-medium ASX listed stocks trading at a discount to assessed valuation. They then attempt to work proactively with management and boards of those companies to help realise value. If they’re not getting the results …
In March 2016, Affluence Funds Management was recognised in the Australian Financial Review as a new Fund Manager doing things differently. The article highlights what we are doing, and why. Read the full article via the link below: Affluence Funds Management …