Affluence Investment Fund, Affluence Members

Affluence Fund Portfolio December 2015

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Home » Affluence Fund Portfolio December 2015

As at December 2015 we have largely completed the Affluence Fund portfolio implementation and consider the Fund to be reasonably well diversified. The Fund is invested in 9 underlying managed funds accounting for 68% of the portfolio and 13 listed investment companies comprise a further 12%. We held approximately 20% cash as a buffer against further market falls.

We seek to maintain a diversified investment portfolio across different asset classes for the Affluence Fund. We do this by investing in a number of different types of funds run by, in our opinion, the best managers available in Australia.

We have a number of processes to identify attractive investments including screening for historical performance, volatility and other criteria. We use many information sources, external researchers and manager interviews to assist in this arduous process.

Affluence Members can view details of the portfolio, and why we like each fund, here.

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