Australian Foundation Investment Company Ltd (AFI) — Long-term Investment Intensity

Latest as of June 2025: 97.0%

Australian Foundation Investment Company Ltd (AFI) has a Long-term Investment Intensity of 97.0% as of June 2025. Long-term investments of AU$10.26 Billion represent 97.0% of total assets of AU$10.58 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See AFI net assets for net asset value and shareholders' equity analysis.

LT Investment Intensity

97.0%
LT Investments / Total Assets

Long-term Investments

AU$10.26 Billion
AUD

Total Assets

AU$10.58 Billion
AUD

Country

Australia
AU

Australian Foundation Investment Company Ltd Long-term Investment Intensity (2014–2025)

This chart shows how Australian Foundation Investment Company Ltd's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the intensity stands at 97.0%, reflecting long-term investments of AU$10.26 Billion against total assets of AU$10.58 Billion AUD. Also explore AFI current and non-current assets for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Australian Foundation Investment Company Ltd (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for Australian Foundation Investment Company Ltd from 2014 to 2025, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see AFI company net worth.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2025 97.0% AU$10.26 Billion AU$10.58 Billion ▼ -0.9 pp
2024 97.9% AU$9.71 Billion AU$9.92 Billion ▲ +0.2 pp
2023 97.7% AU$8.75 Billion AU$8.96 Billion ▼ -0.2 pp
2022 97.8% AU$8.09 Billion AU$8.27 Billion ▼ -0.7 pp
2021 98.5% AU$8.98 Billion AU$9.12 Billion ▲ +0.3 pp
2020 98.2% AU$7.12 Billion AU$7.25 Billion ▲ +1.4 pp
2019 96.8% AU$7.57 Billion AU$7.82 Billion ▼ -0.8 pp
2018 97.6% AU$7.28 Billion AU$7.46 Billion ▼ -0.1 pp
2017 97.7% AU$6.79 Billion AU$6.95 Billion ▲ +0.9 pp
2016 96.9% AU$6.25 Billion AU$6.45 Billion ▲ +0.1 pp
2015 96.8% AU$6.41 Billion AU$6.62 Billion ▼ -1.1 pp
2014 97.9% AU$6.33 Billion AU$6.46 Billion
pp = percentage points