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Affluence Small Company Fund

Affluence Small Company Fund March 2017

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To view the full Affluence Small Company Fund March 2017 report in pdf format, click here.

We believe that investing in smaller companies through quality investments across different managers, investment strategies and structures can provide higher returns over time, with less risk, than the ASX 200 index.

The Fund provides access to a diversified portfolio of small Australian companies via unlisted funds and LIC’s selected by Affluence.


Report Summary

The Australian market increased in March, with the ASX Small Ordinaries increasing by 2.7% for the month. The Affluence Small Company Fund increased by 0.5% in March. Since commencement 11 months ago, the Fund has delivered 10.1% returns.

Our best performing investment for the month was the Microequities Deep Value Fund (up 2.9%). A fall in the value of put options the Fund holds was the biggest detractor.

At the end of the month, the Fund held investments in 5 unlisted funds representing 76% of the total portfolio. The balance was in 6 LICs accounting for 13% of the total portfolio, and 11% cash.


Learn more

Visit the Affluence Small Company Fund page.

If you are interested in investing in the Affluence Small Company Fund, and you qualify as a Wholesale or Sophisticated investor, please let us know.

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