Affluence Fund Portfolio December 2015

Home » Education » 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.. Login to read full article.
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.

Login to read full article.

Become an Affluence Member

Get free access to all our premium content including details of Affluence Fund Portfolios and profiles of Funds and LICs we invest in.

Register Now
Affluence Funds Management logo

Sign up to our monthly newsletter!

 

Get a monthly update on the Affluence Fund, profiles of some of Australia’s best fund managers and access to exclusive investment ideas.

  • This field is for validation purposes and should be left unchanged.

All contact information given is not shared outside Affluence in line with our strict privacy policy.