Australian Foundation Investment Company Ltd (AFI) — Strategic Asset Allocation Index
Australian Foundation Investment Company Ltd (AFI) has a Strategic Asset Allocation Index of 0.0% as of December 2025. Strategic assets (PP&E of AU$245.00K plus long-term investments of AU$-) total AU$245.00K, measured against net assets of AU$8.34 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Australian Foundation Investment Company's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Australian Foundation Investment Company Ltd Strategic Asset Allocation Index (2007–2025)
This chart shows how Australian Foundation Investment Company Ltd's Strategic Asset Allocation Index has evolved across 22 annual periods from 2007 to 2025. As of December 2025, the index stands at 0.0%, representing strategic assets of AU$245.00K against net assets of AU$8.34 Billion AUD. For live market cap and overall valuation, see how much is Australian Foundation Investment Company worth.
Annual Strategic Asset Allocation Index for Australian Foundation Investment Company Ltd (2007–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Australian Foundation Investment Company Ltd from 2007 to 2025, covering 22 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. See Australian Foundation Investment Company shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (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 | — |