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

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Why small caps could shine bright in 2025?

Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
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KiwiSaver Survey | December Quarter 2024

The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds

Investing is about figuring out what works for you. Managed funds solve the right problems for me.

Morningstar Investment Ideas

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