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Affluence Small Company Fund

Affluence Small Company Fund May 2017

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To view the full Affluence Small Company Fund May 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 decreased in May, with the ASX Small Ordinaries decreasing by 2.0% for the month. The Affluence Small Company Fund decreased by 0.3% in May, with the Fund returning 6.9% per annum since inception. The Fund has outperformed its benchmark (ASX Small Ordinaries) over 12 months and is slightly behind since inception.

Our best performing investments this month were the Microequities Deep Value Fund (up 2.4%), the Wentworth Williamson Fund (up 1.8%), and the Paragon Long Short Fund (up 1.3%). The Phoenix Opportunities Fund have had a sensational last 12 months, but was down 2.8% in May.

At the end of the month, the Fund held investments in 4 unlisted funds representing 73% of the total portfolio. The balance was in 7 LICs accounting for 19% of the total portfolio, and 9% 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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