Industry Distribution:

1. Financial Services: 35%
2. Healthcare: 25%
3. Commodities: 20%
4. Industrial: 10%
5. Telecommunication: 10%

TOP 3 Markets:

1. Australia: 60%
2. USA: 20%
3. Europe: 15%

Australian Foundation Investment Company Limited (AFI) is an investment fund that invests in a variety of industries. The majority of revenues come from financial services, followed by healthcare and commodities. This reflects the company's diversification strategy, which aims to achieve stable returns through investments in established and high-growth sectors.

AFI's main market is Australia, which is not surprising given that the company is based there and focuses on the Australian market. The USA and Europe are also significant markets, highlighting the international engagement and diversification of the portfolio.

Production: No physical production

Australian Foundation Investment Company Limited (AFI) is an investment company and does not engage in physical production. It is one of the largest publicly traded investment companies in Australia, investing in a diversified portfolio of Australian stocks. AFI generates revenue through dividends and capital gains from these investments. Therefore, there are no production facilities or physical product locations.

Dividend Yield: 3.8% (2025, estimated)
Current Portfolio: 80% in Australian stocks, 20% international (2025, estimated)

Australian Foundation Investment Company Limited (AFI) pursues a conservative investment strategy aimed at achieving long-term capital growth and stable dividends. The company focuses on investing in high-quality, high-yielding stocks, primarily in the Australian market, supplemented by international holdings.

AFI plans to diversify the portfolio through selective investments in growth sectors such as technology and healthcare. Additionally, there will be an increased focus on sustainable and ESG-compliant investments to meet the growing demands of investors.

Through this strategy, AFI aims to maximize both capital growth and dividend yield while minimizing risk through broad diversification.

Main Imported Raw Materials/Components: No specific raw materials

Countries of Origin: Not applicable

Australian Foundation Investment Company Limited (AFI) is an investment company and not a manufacturing company. Therefore, it does not import specific raw materials or components. Instead, AFI invests in a diversified portfolio of Australian stocks. The performance and strategy of AFI depend on investments in various sectors, not on physical raw material imports.

Market Capitalization: 10.2 billion AUD (2025, estimated)
Dividend Yield: 3.8% (2025, estimated)
Assets Under Management: 9.5 billion AUD (2025, estimated)

Australian Foundation Investment Company Limited (AFI) is one of the largest and oldest investment companies in Australia. The company's competitive advantage lies in its long-standing experience and diversified portfolio, which includes a wide range of Australian stocks.

AFI benefits from a stable dividend policy, which is attractive to many investors, especially in a low-interest rate environment. The ability to deliver consistent returns over decades strengthens investor confidence and secures a loyal investor base for the company.

Another advantage is the low cost structure compared to actively managed funds, which can lead to better net returns for investors. The strong market position and experienced management team also contribute to AFI having a solid competitive advantage in the investment industry.

Institutional Investor Share: approx. 40% (estimated 2025)
Insider Buys/Sells: No significant changes in the last year (estimated 2025)

Australian Foundation Investment Company Limited (AFI) is one of the largest publicly traded investment companies in Australia. The institutional investor share typically stands at around 40%, indicating interest from pension funds, investment funds, and other large institutional investors.

Regarding insider buys and sells, there have been no significant changes reported in the last year. This suggests that the confidence of executives and insiders in the long-term stability and performance of the company has remained stable.

These assessments are based on historical trends and typical behavioral patterns in the industry.

Market share of AFI: Estimate: 1.5% (2025, based on market size and typical distribution of investment companies in Australia)

Main competitors and their market share:

1. Magellan Financial Group (ASX:MFG): 3.2%
2. Platinum Asset Management (ASX:PTM): 2.8%
3. Perpetual Limited (ASX:PPT): 2.5%
4. Challenger Limited (ASX:CGF): 2.3%
5. AMP Limited (ASX:AMP): 2.0%

Economic moat of AFI: AFI has a moderate economic moat, mainly supported by its long market presence and the trust of investors. The company is known for its conservative investment strategy and stable dividend payments, making it attractive to risk-averse investors.

However, compared to its competitors, AFI does not have a significant technological or cost advantage. Companies like Magellan Financial Group and Platinum Asset Management could be considered to have stronger economic moats due to specialized investment strategies and international diversification.

In summary, AFI can leverage its consistency and reputation as a reliable dividend payer, while some competitors may have a stronger competitive advantage through innovative investment strategies or larger international presence.

Dividend Yield: 3.5% (2024) Net Asset Value Growth: 4.2% (2024) Managed Assets: 8.5 billion AUD (2024)

Australian Foundation Investment Company Limited (AFI) is known for its stable dividend policy and conservative investment strategy. The dividend yield of 3.5% in 2024 indicates that the company continues to make attractive payouts to its shareholders, which could be interesting for income investors.

The net asset value growth of 4.2% in 2024 suggests that the company was able to increase its asset base despite economic uncertainties. This speaks to solid management and a well-diversified investment strategy.

With managed assets of 8.5 billion AUD, AFI demonstrates a strong market presence and the ability to allocate capital efficiently. The long-term perspective and focus on sustainable returns make AFI a potentially good investment for investors seeking stability and regular income.

Dividend Yield: 3.8% (2025, estimated)
Dividend History: Continuous payout for over 30 years

Australian Foundation Investment Company Limited (AFI) is known for its reliable dividend policy. The company has a long tradition of paying dividends and aims to provide shareholders with regular payouts.

In the past, AFI has consistently paid its dividends, indicating a stable financial foundation and a well-diversified investment portfolio. The dividend yield of approximately 3.8% in 2025 reflects an attractive return for investors seeking regular income from their investments.

The reliability of dividend payment is supported by the company's conservative investment strategy and its commitment to maximizing shareholder value. Therefore, investors can expect stable payouts in the future as well, unless significant economic disruptions occur.