think outside the box sign
Affluence Investment Fund, Affluence Members

The Affluence Fund initial investment portfolio

Posted on Last Updated on

Written by

Home » The Affluence Fund initial investment portfolio

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.

Recommended Articles

Affluence eNews article
Affluence eNews article

Let us help you make better investment decisions

Our monthly eNews includes Fund updates, investment ideas and other things we find interesting. It’s the best way for us to keep in touch, and for you to get to know us better.

And we believe it’s important that you understand how we invest before you consider putting your money to work with us.

Subscribe here to get our best ideas delivered straight to your inbox.

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