Australian Foundation Investment Company Ltd Long-term Investment Intensity

Latest as of June 2026: 98.5%

Australian Foundation Investment Company Ltd long-term investment intensity. Australian Foundation Investment Company Ltd (AFI) has a Long-term Investment Intensity of 98.5% as of June 2026. Long-term investments of AU$9.67 Billion represent 98.5% of total assets of AU$9.82 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read total liabilities of Australian Foundation Investment Company for a breakdown of total debt and financial obligations.

LT Investment Intensity

98.5%
LT Investments / Total Assets

Long-term Investments

AU$9.67 Billion
AUD

Total Assets

AU$9.82 Billion
AUD

Country

Australia
AU

Long-term Investment Intensity of Australian Foundation Investment Company Ltd (2014–2026)

Long-term investment intensity of Australian Foundation Investment Company Ltd from 2014 to 2026. This chart shows how Australian Foundation Investment Company Ltd's Long-term Investment Intensity has evolved across 13 annual periods from 2014 to 2026. As of June 2026, the intensity stands at 98.5%, reflecting long-term investments of AU$9.67 Billion against total assets of AU$9.82 Billion AUD.

Australian Foundation Investment Company Ltd Long-term Investment Intensity by Year (2014–2026)

Australian Foundation Investment Company Ltd long-term investment intensity by year from 2014 to 2026. The table below presents the year-by-year Long-term Investment Intensity for Australian Foundation Investment Company Ltd from 2014 to 2026, covering 13 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 the complete balance sheet picture, see total assets of Australian Foundation Investment Company.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2026 98.5% AU$9.67 Billion AU$9.82 Billion ▲ +1.5 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