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 | 9,173.80 | 59.70 | -0.65% |
| CAC 40 | 7,979.08 | 95.03 | 1.21% |
| DAX 40 | 24,423.07 | 108.30 | 0.45% |
| Dow JONES (US) | 44,865.69 | 46.13 | -0.10% |
| FTSE 100 | 9,189.22 | 31.48 | 0.34% |
| HKSE | 25,122.90 | 53.95 | -0.21% |
| NASDAQ | 21,285.02 | 344.76 | -1.59% |
| Nikkei 225 | 43,546.29 | 168.02 | -0.38% |
| NZX 50 Index | 12,928.68 | 41.96 | -0.32% |
| S&P 500 | 6,402.63 | 46.52 | -0.72% |
| S&P/ASX 200 | 8,896.20 | 63.10 | -0.70% |
| SSE Composite Index | 3,727.29 | 0.74 | -0.02% |