Investment Ideas Insights

A concentrated portfolio of global resource equities and private credit investments from a manager with an outstanding track record.

A concentrated portfolio of small and microcap Australian companies from a manager with an outstanding track record. Affluence Member content. Select "Members" from the website menu to login or register.

What is Volatility? The performance of an investment is ultimately the most important thing. But when assessing a potential investment, it is also vitally important to understand volatility. In essence, this term refers to the range of investment returns, or how …

A residential property investment that can produce reasonable cash returns.

In the last six months, the cash rate set by the Reserve Bank of Australia has fallen 0.75%. It is estimated that cash returns on savings accounts and term deposits have fallen even more. In addition, the percentage of cash in …

A truly alternative investment that has produced strong returns over a long period.

Are you looking to invest in the best LICs in Australia? The Affluence Listed Investment Company Guide can help you learn more about LICs. A Listed Investment Company or LIC is a specialised type of company that pools together shareholders’ f犀利士unds …

A misunderstood alternative asset LIC trading at a significant discount. Affluence Members only. Log in or register from the Members page to access this content.

Owner of some of the best global shopping centres, trading at a significant discount.

To view the Affluence Investment Fund July 2019 Report, click here. The Affluence Investment Fund provides access to a diversified investment portfolio of the best fund managers as selected by Affluence. We target: distributions of 5% per annum, paid monthly. total annualised …

To view the Affluence Small Company Fund July 2019 report, click here. We believe that smaller companies can provide higher returns over time than the ASX 200 index. Investing in smaller companies through different managers, investment strategies and structures can help to …

We are delighted to announce that the Affluence LIC Fund is now open to all investors in Australia and New Zealand. The Fund was previously only available to wholesale investors. We will be accepting applications for the first time this month. …