The Affluence Fund initial investment portfolio

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We seek to construct 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 developed the initial portfolio after many months of intensive research. 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.

You can view the initial portfolio, and why we like each fund, here.

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