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

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?
funds

Chart of the Week: Active or Passive? The results may surprise you

Why manager selection still matters.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,906.8068.90-0.77%
CAC 407,868.0588.65-1.11%
DAX 4025,319.77302.84-1.18%
Dow JONES (US)51,966.0336.38-0.07%
FTSE 10010,764.69117.21-1.08%
HKSE23,992.92193.91-0.80%
NASDAQ26,430.89290.851.11%
Nikkei 22564,512.35404.35-0.62%
NZX 50 Index13,608.4743.60-0.32%
S&P 5007,690.7331.290.41%
S&P/ASX 2008,776.6069.10-0.78%
SSE Composite Index3,733.082.160.06%

Market Movers