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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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
What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook
Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,092.70 | 25.50 | 0.28% |
| CAC 40 | 8,355.67 | 121.75 | 1.48% |
| DAX 40 | 25,381.03 | 119.39 | 0.47% |
| Dow JONES (US) | 49,504.07 | 237.96 | 0.48% |
| FTSE 100 | 10,129.85 | 5.25 | 0.05% |
| HKSE | 26,608.48 | 376.69 | 1.44% |
| NASDAQ | 23,671.35 | 191.33 | 0.81% |
| Nikkei 225 | 51,939.89 | 822.63 | 1.61% |
| NZX 50 Index | 13,683.29 | 12.96 | -0.09% |
| S&P 500 | 6,966.28 | 44.82 | 0.65% |
| S&P/ASX 200 | 8,759.40 | 25.80 | 0.30% |
| SSE Composite Index | 4,165.29 | 44.86 | 1.09% |