Australian Foundation Investment Company (ASX: AFI) — Perfil da empresa, notícias e dados financeiros
Australian Foundation Investment is a LIC investing in a diversified portfolio of high-quality Australian shares.
Australian Foundation Investment Company
Australian Foundation Investment Company is a closed-end investment company managing a portfolio of Australian and New Zealand equities. Established in 1928, the company focuses on delivering long-term capital growth and providing shareholders with stable to growing dividend income. Its investment strategy targets between 60 and 80 companies across diverse industry sectors, including banking, materials, healthcare, industrials, and retail. Holdings are selected based on economic durability, competitive position, and sustainable long-term cash generation. Headquartered in Melbourne, Victoria, the organization operates with a low management expense ratio to optimize net shareholder returns.
Resumo
Operações
Produtos e/ou serviços de Australian Foundation Investment Company
- Financial Services Portfolio: Investment allocations in major Australian banking institutions and financial service providers to capture regular fully franked dividend distributions and long-term capital appreciation across retail, commercial, and wealth management sectors.
- Materials Sector Holdings: Strategic equity positions in global mining and resources companies, exposure to iron ore, copper, and industrial minerals production, benefiting from international commodity demand and large-scale extraction assets.
- Healthcare Equity Investments: Equity holdings in major biotechnology and healthcare equipment entities, supporting global supply chains in blood plasma therapies, pharmaceuticals, and medical devices to deliver long-term portfolio capital growth.
- Industrials and Infrastructure Assets: Equity positions in essential infrastructure, logistics, and toll road operators, capturing steady cash flows from urban transport networks, freight logistics infrastructure, and industrial service operations across Australia.
- Consumer Retail Portfolio: Equity investments in leading retail conglomerates and supermarket operators, providing structural exposure to national food distribution networks, home improvement chains, and consumer goods spending across domestic markets.
- Option Writing and Income Yield: Writing exchange-traded call options over selected portfolio holdings to generate additional options premium revenue and complement underlying equity dividend streams while managing liquidity and capital reserves.
equipe executiva do Australian Foundation Investment Company
- Andrew J. B. PorterCFO & Company Secretary
- Matthew John RoweCompany Secretary
- Alison GibsonMD & Chief Executive Officer
- Claire AitchisonHead of Business Development & Investor Relations
- Winston ChongAssistant Portfolio Manager
- Brett McNeillPortfolio Manager
- Kieran KennedyInvestment Analyst
Últimas notícias sobre a Australian Foundation Investment Company
Comunicados recentes
O que a Australian Foundation Investment Company (AFI) comunicou ao mercado, do mais recente para o mais antigo.
- Appendix 3X - Initial Director's Interest Notice
- Update - Notification of buy-back - AFI
- Weekly Estimated NTA as at 9 October 2026
- Update - Notification of buy-back - AFI
- Update - Notification of buy-back - AFI
- NTA & Top 25 Investments as at 30 September 2026
- Update - Notification of buy-back - AFI
- Update - Notification of buy-back - AFI
Histórico de dividendos
Dividendos por ação pagos pela Australian Foundation Investment Company, por ano fiscal.
| Ano fiscal | Intermediário | Final | Especial | Total |
|---|---|---|---|---|
| FY2027(até o momento) | — | A$0.0925 | — | A$0.2625 |
| FY2026 | A$0.1950 | A$0.1450 | — | A$0.3400 |
| FY2025 | A$0.1450 | A$0.1200 | — | A$0.2650 |
| FY2024 | A$0.1400 | A$0.1150 | — | A$0.2550 |
| FY2023 | A$0.1400 | A$0.1100 | — | A$0.4500 |
Principais indicadores financeiros
Resultados divulgados pela Australian Foundation Investment Company, em AUD.
- Cap. de mercado
- 8,4 bi
- Receita (TTM)
- 340,5 mi
- P/L
- 29.7
- LPA (diluído, TTM)
- 0.2
- Dividend yield
- 3.9%
- Margem de lucro
- 86.1%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| 340,5 mi | 318,2 mi | 293,1 mi | |
| 330,4 mi | 307,5 mi | 284,9 mi | |
| 339,3 mi | 320,3 mi | 296,2 mi | |
| 348,7 mi | 332 mi | 309,8 mi |