The Affluence Investment Fund is a new investment solution that has been developed over 16 years to provide Australian investors with a high quality, vastly diversified investment option. The Fund seeks to provide a combination of monthly income and long-term capital growth by investing with the best fund managers available in Australia.
The Fund aims to provide a distribution yield of approximately 5% per annum, paid monthly and a total annualised return of at least inflation plus 5% over rolling 3 year periods with significantly less volatility than the stock market.
The Affluence Investment Team believes that exposure to quality investments across multiple asset classes, managers, geographies and strategies should be an essential part of any well diversified portfolio. For more information visit the Affluence Funds Management website or call 1300 233 583