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 | 8,966.70 | 3.20 | 0.04% |
| CAC 40 | 7,857.36 | 56.48 | 0.72% |
| DAX 40 | 24,217.37 | 247.01 | 1.03% |
| Dow JONES (US) | 44,632.99 | 204.57 | -0.46% |
| FTSE 100 | 9,136.32 | 54.88 | 0.60% |
| HKSE | 25,524.45 | 37.68 | -0.15% |
| NASDAQ | 21,098.29 | 80.29 | -0.38% |
| Nikkei 225 | 40,674.55 | 323.72 | -0.79% |
| NZX 50 Index | 12,934.21 | 2.20 | -0.02% |
| S&P 500 | 6,370.86 | 18.91 | -0.30% |
| S&P/ASX 200 | 8,704.60 | 6.90 | 0.08% |
| SSE Composite Index | 3,609.71 | 11.77 | 0.33% |