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

Listed Investment Companies monthly performance: May 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

Private credit and its role for investors

A spotlight on the evolving asset class.
funds

10 US stocks the best fund managers have been selling in 2025

Top investors have taken profits in these names.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,815.305.00-0.06%
CAC 407,793.6435.65-0.46%
DAX 4024,059.83195.48-0.81%
Dow JONES (US)44,434.7363.220.14%
FTSE 1008,981.6240.500.45%
HKSE24,203.3263.750.26%
NASDAQ20,544.9040.62-0.20%
Nikkei 22539,459.62110.06-0.28%
NZX 50 Index12,678.697.99-0.06%
S&P 5006,251.738.02-0.13%
S&P/ASX 2008,570.409.70-0.11%
SSE Composite Index3,519.659.470.27%

Market Movers