Affluence Income Trust
AFX0870AU
Affluence Income Trust AFX0870AU Strategy
The Fund aims to achieve the investment objectives by investing predominantly in a highly diversified fixed income portfolio, with a focus on maximising returns with low volatility. The Fund has a flexible investment mandate. This allows us to take advantage of what we believe are the best risk adjusted investment opportunities within the fixed income asset class at any given time.
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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,030.10 | 9.40 | -0.10% |
| CAC 40 | 8,237.43 | 25.93 | 0.32% |
| DAX 40 | 24,892.20 | 23.51 | 0.09% |
| Dow JONES (US) | 49,462.08 | 484.90 | 0.99% |
| FTSE 100 | 10,122.73 | 118.16 | 1.18% |
| HKSE | 26,569.15 | 141.30 | -0.53% |
| NASDAQ | 23,547.17 | 151.35 | 0.65% |
| Nikkei 225 | 52,321.25 | 196.83 | -0.37% |
| NZX 50 Index | 13,713.62 | 50.04 | 0.37% |
| S&P 500 | 6,944.82 | 42.77 | 0.62% |
| S&P/ASX 200 | 8,711.50 | 12.00 | -0.14% |
| SSE Composite Index | 4,081.82 | 1.84 | -0.05% |