Australian Foundation Investment Company Ltd Strategic Asset Allocation Index
Australian Foundation Investment Company Ltd strategic asset allocation index. Australian Foundation Investment Company Ltd (AFI) has a Strategic Asset Allocation Index of 117.6% as of June 2026. Strategic assets (PP&E of AU$- plus long-term investments of AU$9.67 Billion) total AU$9.67 Billion, measured against net assets of AU$8.22 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Australian Foundation Investment Company tangible equity quality to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Australian Foundation Investment Company Ltd (2007–2026)
Strategic asset allocation index of Australian Foundation Investment Company Ltd from 2007 to 2026. This chart shows how Australian Foundation Investment Company Ltd's Strategic Asset Allocation Index has evolved across 23 annual periods from 2007 to 2026. As of June 2026, the index stands at 117.6%, representing strategic assets of AU$9.67 Billion against net assets of AU$8.22 Billion AUD.
Australian Foundation Investment Company Ltd Strategic Asset Allocation Index by Year (2007–2026)
Australian Foundation Investment Company Ltd strategic asset allocation index by year from 2007 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for Australian Foundation Investment Company Ltd from 2007 to 2026, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market value of Australian Foundation Investment Company.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 117.6% | AU$9.67 Billion | AU$- | AU$9.67 Billion | AU$8.22 Billion | ▲ +0.2 pp |
| 2025 | 117.4% | AU$10.26 Billion | AU$155.00K | AU$10.26 Billion | AU$8.74 Billion | ▼ -0.1 pp |
| 2024 | 117.5% | AU$9.71 Billion | AU$- | AU$9.71 Billion | AU$8.26 Billion | ▲ +1.7 pp |
| 2023 | 115.8% | AU$8.75 Billion | AU$- | AU$8.75 Billion | AU$7.56 Billion | ▲ +0.1 pp |
| 2022 | 115.7% | AU$8.09 Billion | AU$- | AU$8.09 Billion | AU$6.99 Billion | ▼ -3.1 pp |
| 2021 | 118.8% | AU$8.98 Billion | AU$- | AU$8.98 Billion | AU$7.56 Billion | ▲ +4.6 pp |
| 2020 | 114.1% | AU$7.12 Billion | AU$- | AU$7.12 Billion | AU$6.24 Billion | ▼ -0.2 pp |
| 2019 | 114.3% | AU$7.57 Billion | AU$- | AU$7.57 Billion | AU$6.62 Billion | ▼ -0.5 pp |
| 2018 | 114.9% | AU$7.28 Billion | AU$- | AU$7.28 Billion | AU$6.34 Billion | ▲ +38.8 pp |
| 2017 | 76.0% | AU$418.10 Million | AU$418.10 Million | AU$- | AU$550.00 Million | ▼ -37.8 pp |
| 2017 | 113.8% | AU$6.79 Billion | AU$- | AU$6.79 Billion | AU$5.97 Billion | ▲ +42.4 pp |
| 2016 | 71.4% | AU$445.20 Million | AU$445.20 Million | AU$- | AU$623.50 Million | ▼ -44.2 pp |
| 2016 | 115.6% | AU$6.25 Billion | AU$- | AU$6.25 Billion | AU$5.41 Billion | ▲ +45.9 pp |
| 2015 | 69.6% | AU$434.50 Million | AU$434.50 Million | AU$- | AU$624.00 Million | ▼ -48.1 pp |
| 2015 | 117.7% | AU$6.41 Billion | AU$- | AU$6.41 Billion | AU$5.45 Billion | ▼ -4.3 pp |
| 2014 | 122.0% | AU$6.33 Billion | AU$76.00K | AU$6.33 Billion | AU$5.18 Billion | ▲ +122.0 pp |
| 2013 | 0.0% | AU$206.00K | AU$206.00K | AU$- | AU$4.63 Billion | ▼ 0.0 pp |
| 2012 | 0.0% | AU$336.00K | AU$336.00K | AU$- | AU$3.95 Billion | ▼ 0.0 pp |
| 2011 | 0.0% | AU$466.00K | AU$466.00K | AU$- | AU$4.23 Billion | ▼ 0.0 pp |
| 2010 | 0.0% | AU$596.00K | AU$596.00K | AU$- | AU$3.98 Billion | ▼ 0.0 pp |
| 2009 | 0.0% | AU$726.00K | AU$726.00K | AU$- | AU$3.56 Billion | ▲ +0.0 pp |
| 2008 | 0.0% | AU$838.00K | AU$838.00K | AU$- | AU$4.25 Billion | ▲ +0.0 pp |
| 2007 | 0.0% | AU$816.00K | AU$816.00K | AU$- | AU$4.76 Billion | — |