Affluence LIC Fund
AFX6930AU
Affluence LIC Fund AFX6930AU Strategy
The Fund is a limited capacity strategy that provides access to a diversified portfolio of 20 to 35 ASX Listed Investment Companies (LICs). The Fund aims to outperform the ASX 200 Accumulation Index with volatility of returns which is significantly less than the ASX 200 Index measured over rolling 3 year periods. The Fund also aims to pay a minimum distribution yield of 5% per annum, paid quarterly.
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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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
What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook
Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
Morningstar Investment Ideas
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