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Investing for Retirement in Australia “Everything should be made as simple as possible, but no simpler.” – Albert Einstein The quote above is widely attributed to Mr Einstein, although there’s no proof that he did in fact ever actually utter those …
To view the Affluence Investment Fund Report June 2018 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%pa, paid monthly and …
To view the full Affluence Small Company Fund June 2018 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 LIC Fund Report June 2018 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 …
Recently, Daryl Wilson spoke with Alan Kohler of the Constant Investor about our funds, how we go about picking the best managers and the huge gap in pricing right now between value and growth stocks. You can listen by clicking below, …
To view the full Affluence Small Company Fund May 2018 report in pdf format, click here. The Fund provides access to a diversified portfolio of small companies via unlisted managed funds selected by Affluence. We believe that smaller companies can provide higher …
How many investments should be in your portfolio? Like many things, our view is that it’s a very personal decision and a lot depends on your investment philosophy and the amount of time and capital you have available. Here’s a few …
To view the Affluence Investment Fund Report May 2018 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%pa, paid monthly and …
To view the Affluence LIC Fund Report May 2018 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 April 2018 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 April 2018 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%pa, paid monthly and …
To view the Affluence LIC Fund Report April 2018 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 …