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. Check how resilient are Australian Foundation Investment Company's assets to evaluate the company's liquid asset resilience ratio.

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. For the complete balance sheet picture, see AFI 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. Read AFI total liabilities for a breakdown of total debt and financial obligations.

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