Affluence Investment Fund
AFX0001AU
Affluence Investment Fund AFX0001AU Strategy
The Fund aims to deliver above average results, but in a very different way to a traditional investment fund. We seek to invest with 20 to 35 Underlying Managers across all asset classes, predominantly through unlisted managed funds, in a way which we believe balances maximum returns with low volatility.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: June 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: May 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,177.40 | 3.60 | 0.04% |
| CAC 40 | 7,987.66 | 8.58 | 0.11% |
| DAX 40 | 24,302.79 | 120.28 | -0.49% |
| Dow JONES (US) | 44,922.27 | 10.45 | 0.02% |
| FTSE 100 | 9,252.18 | 62.96 | 0.69% |
| HKSE | 25,165.94 | 43.04 | 0.17% |
| NASDAQ | 21,314.95 | 314.82 | -1.46% |
| Nikkei 225 | 42,888.55 | 657.74 | -1.51% |
| NZX 50 Index | 13,071.30 | 142.62 | 1.10% |
| S&P 500 | 6,411.37 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,918.00 | 21.80 | 0.25% |
| SSE Composite Index | 3,766.21 | 38.92 | 1.04% |