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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Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
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Listed Investment Companies monthly performance: September 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 | 9,109.40 | 52.50 | 0.58% |
| CAC 40 | 8,062.08 | 111.90 | 1.41% |
| DAX 40 | 23,977.88 | 407.92 | 1.73% |
| Dow JONES (US) | 46,987.10 | 74.80 | 0.16% |
| FTSE 100 | 9,772.99 | 90.42 | 0.93% |
| HKSE | 26,649.06 | 407.23 | 1.55% |
| NASDAQ | 23,004.54 | 49.46 | -0.21% |
| Nikkei 225 | 50,911.76 | 635.39 | 1.26% |
| NZX 50 Index | 13,617.48 | 18.27 | 0.13% |
| S&P 500 | 6,728.80 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,835.90 | 44.10 | 0.50% |
| SSE Composite Index | 4,018.60 | 21.04 | 0.53% |