Affluence Small Company Ordinary
AFX0240AU
Affluence Small Company Ordinary AFX0240AU Strategy
The Fund aims to provide Eligible Investors with access to a portfolio of Small Companies primarily through unlisted managed funds. We define ASX Small Companies as all ASX listed equity securities outside the S&P/ASX 100 Index. The portfolio also includes an allocation to ASX listed investment companies and may have some exposure to other ASX listed securities and global companies. The Underlying Managers use a range of different investment styles and investment strategies.
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
The investment philosophy that convinced advisers to stop chasing winners
The investment manager that every adviser knows, but many individual investors don’t.
funds
6 Investment Lessons from legendary fund manager
Contrafund’s long-term results stemmed from a disciplined investment process that Danoff refined over more than three decades.
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,980.20 | 16.20 | -0.18% |
| CAC 40 | 8,338.97 | 12.35 | 0.15% |
| DAX 40 | 25,067.09 | 51.18 | -0.20% |
| Dow JONES (US) | 52,637.01 | 149.60 | 0.29% |
| FTSE 100 | 10,497.29 | 24.84 | 0.24% |
| HKSE | 24,339.77 | 164.65 | 0.68% |
| NASDAQ | 26,281.61 | 74.72 | 0.29% |
| Nikkei 225 | 67,564.63 | 993.09 | -1.45% |
| NZX 50 Index | 13,753.11 | 32.56 | -0.24% |
| S&P 500 | 7,575.39 | 31.75 | 0.42% |
| S&P/ASX 200 | 8,785.00 | 11.80 | -0.13% |
| SSE Composite Index | 3,973.03 | 23.13 | -0.58% |