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
Trick or treat? Index funds beat their benchmarks more often than active funds over the past decade
A new set of data points brings out the shades of gray in the active/passive debate.
funds
Private credit’s soaring popularity presents new, unfamiliar risks
Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
funds
It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,163.40 | 18.70 | 0.20% |
| CAC 40 | 8,205.75 | 66.75 | 0.82% |
| DAX 40 | 26,099.34 | 278.98 | 1.08% |
| Dow JONES (US) | 51,285.73 | 237.33 | -0.46% |
| FTSE 100 | 10,751.39 | 77.45 | 0.73% |
| HKSE | 24,448.95 | 32.91 | -0.13% |
| NASDAQ | 24,579.43 | 264.43 | 1.09% |
| Nikkei 225 | 58,775.50 | 1,340.73 | 2.33% |
| NZX 50 Index | 13,973.62 | 24.88 | -0.18% |
| S&P 500 | 7,376.86 | 23.13 | 0.31% |
| S&P/ASX 200 | 9,029.70 | 8.90 | 0.10% |
| SSE Composite Index | 3,660.79 | 11.61 | 0.32% |