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: July 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: 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,063.60 | 16.90 | -0.19% |
| CAC 40 | 7,761.32 | 11.93 | 0.15% |
| DAX 40 | 23,632.95 | 85.50 | -0.36% |
| Dow JONES (US) | 45,490.92 | 220.42 | -0.48% |
| FTSE 100 | 9,225.39 | 17.14 | -0.19% |
| HKSE | 26,065.12 | 135.14 | -0.52% |
| NASDAQ | 21,886.06 | 6.57 | 0.03% |
| Nikkei 225 | 44,347.08 | 509.41 | 1.16% |
| NZX 50 Index | 13,229.15 | 47.09 | -0.35% |
| S&P 500 | 6,532.04 | 19.43 | 0.30% |
| S&P/ASX 200 | 8,796.90 | 16.90 | -0.19% |
| SSE Composite Index | 3,856.56 | 44.34 | 1.16% |