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
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,811.90 | 13.20 | -0.15% |
CAC 40 | 8,188.57 | 10.03 | 0.12% |
DAX 40 | 22,761.24 | 247.82 | 1.10% |
Dow JONES (US) | 44,546.08 | 165.35 | -0.37% |
FTSE 100 | 8,753.48 | 21.02 | 0.24% |
HKSE | 22,616.23 | 4.10 | -0.02% |
NASDAQ | 20,026.77 | 81.13 | 0.41% |
Nikkei 225 | 39,174.25 | 24.82 | 0.06% |
NZX 50 Index | 13,068.93 | 79.75 | 0.61% |
S&P 500 | 6,114.63 | 0.44 | -0.01% |
S&P/ASX 200 | 8,537.10 | 18.70 | -0.22% |
SSE Composite Index | 3,355.83 | 9.11 | 0.27% |