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An LIC manager with an impressive long term track record, coming off a period of short term underperformance.
To view the Affluence LIC Fund Report March 2019 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. We aim to outperform the ASX200 Accumulation Index …
To view the full Affluence Small Company Fund March 2019 report in pdf format, 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 …
To view the Affluence Investment Fund Report March 2019 in pdf format, 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 …
An outstanding management team with a track record of impressive performance.
We are delighted to announce that the Affluence Small Company Fund is now open to Eligible Investors. The Information Memorandum (IM) for the Fund is available here. We will be accepting applications for the first time this month. The cut-off date …
To view the Affluence Investment Fund Report February 2019 in pdf format, 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 …
To view the Affluence LIC Fund Report February 2019 in pdf format, click here. The Affluence LIC Fund provides access to a diversified investment portfolio of ASX Listed Investment Companies (LICs) selected by Affluence. We aim to outperform the ASX200 Accumulation Index …
At Affluence we read a lot. It’s a big part of the job. For us, investment fund manager education never stops. We subscribe to a range of free and paid services. They include newspapers, websites and email subscriptions. We are often …
To view the full Affluence Small Company Fund February 2019 report in pdf format, 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 …
To view the full Affluence Small Company Fund January 2019 report in pdf format, 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 …