Affluence Investment Fund
AFX0001AU
Affluence Investment Fund AFX0001AU Strategy
The Fund aims to deliver above average results, but in a very different way to a traditional investment fund. We seek to invest with 20 to 35 Underlying Managers across all asset classes, predominantly through unlisted managed funds, in a way which we believe balances maximum returns with low volatility.
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
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 2024
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
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 | 8,633.10 | 66.10 | 0.77% |
| CAC 40 | 7,193.59 | 19.73 | -0.27% |
| DAX 40 | 19,128.71 | 17.46 | -0.09% |
| Dow JONES (US) | 43,870.35 | 461.88 | 1.06% |
| FTSE 100 | 8,202.15 | 52.88 | 0.65% |
| HKSE | 19,229.97 | 371.14 | -1.89% |
| NASDAQ | 18,972.42 | 6.28 | 0.03% |
| Nikkei 225 | 38,283.85 | 257.68 | 0.68% |
| NZX 50 Index | 13,041.90 | 276.66 | 2.17% |
| S&P 500 | 5,948.71 | 31.60 | 0.53% |
| S&P/ASX 200 | 8,393.80 | 70.80 | 0.85% |
| SSE Composite Index | 3,267.19 | 103.21 | -3.06% |