General Information

Affluence Investment Fund
Affluence Funds Management Pty Ltd
starstarstarstarstar (as at 28 Feb 2018)
28 Nov 2014
$10.77 million (as at 28 Feb 2018)
$1.1104 (as at 28 Feb 2018)
$1.1027 (as at 28 Feb 2018)

Fund performance (28 Feb 2018)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -0.56 0.83 6.04 9.41 11.42 9.76 - -
Growth return -0.96 -0.39 3.47 2.41 4.94 2.5 - -
Income return 0.4 1.22 2.57 7 6.48 7.26 - -

Asset Allocation (28 Feb 2018)

Australian Equities 48.60%
International Equities 7.30%
Cash 17.06%
Property 8.60%
Fixed Interest 5.34%
Alternatives 13.10%
Asset Allocation

Objectives and Strategy

The Fund also aims to deliver volatility of returns which is less than 50% of the ASX200 Index, measured over rolling 3 year periods.
AFM seeks to find the best investment managers. The managers then invest with them in a way which we believe balances maximum returns with low volatility. The Funds' investment philosophy is based on six key beliefs.

Offer information

Minimum initial investment $20,000
Minimum additional investments $1,000.00

Top 10 holdings (as at 30 Sep 2016)

Holding Type % of Portfolio
Affluence Lic Fund Mutual Fund - Unspecified 23.99%
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Data shown on this website is sourced by Morningstar
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