About Australian Foundation Investment Company Limited (AFI)
Australian Foundation Investment Company Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Melbourne, Australia. AFI has been publicly traded since 1998, giving it 28+ years of trading history.
Australian Foundation Investment Company Limited (AFI) has been publicly traded since 1998, making it a 28-year-old public company. It operates in the Asset Management industry within the Financial Services sector. The company is headquartered in Melbourne, Australia. With a market capitalization of A$8.5 billion, AFI is a mid-sized company with growth potential.
AFI trades on the Australian Securities Exchange and is classified as a mid-cap-cap stock with a market capitalization of approximately A$8.5 billion.
Key Statistics
- Current Price
- A$6.79
- Market Cap
- A$8.53B
- 52-Week High
- A$8.23
- 52-Week Low
- A$6.75
- Sector
- Financial Services
- Industry
- Asset Management
AFI Investment Performance
AFI has declined 3.6% year-to-date in 2026. Over the past 5 years, a A$1,000 investment in AFI would have grown to A$1,122, representing a 12.2% total return. Since its IPO in 1998, a A$1,000 investment would now be worth A$7,536.
A$1,000 Invested in Australian Foundation Investment Company Limited (AFI)
How much would A$1,000 invested in AFI be worth today?
What would A$1,000 invested in AFI 1 year ago be worth today?
A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2025 would be worth A$983 as of March 2026, representing a -1.7% total return.
What would A$1,000 invested in AFI 3 years ago be worth today?
A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2023 would be worth A$1,046 as of March 2026, representing a +4.6% total return.
What would A$1,000 invested in AFI 5 years ago be worth today?
A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2021 would be worth A$1,122 as of March 2026, representing a +12.2% total return.
What would A$1,000 invested in AFI 10 years ago be worth today?
A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2016 would be worth A$1,842 as of March 2026, representing a +84.2% total return.
What would A$1,000 invested in AFI at IPO be worth today?
A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) at IPO would be worth A$7,537 as of March 2026, representing a +653.6% total return.
Monthly Returns Heatmap
Over the past 27+ years (327 months), Australian Foundation Investment Company Limited (AFI) has averaged a monthly return of +0.70% with a median return of +0.71%. The stock had 190 positive months (58%) and 126 negative months (39%). The best month in AFI's history was June 2001 with a +17.7% return, while the worst was September 2001 at -15.9%. Historically, July tends to be the strongest month (averaging +3.8%), and September the weakest (-1.3%).
AFI's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 5 consecutive months of losses. The best full year was 2001 with a cumulative return of +34.8%, and the worst was 2008 at -36.4%.
Annual Returns
Over 28 years of trading history, Australian Foundation Investment Company Limited (AFI) has delivered an average annual return of +8.71% with a median return of +3.32%. The compound annual growth rate (CAGR) is +7.48%. The stock posted gains in 21 years (75%) and losses in 7 years (25%).
AFI's best year was 2009 with a +37.78% gain, while the worst was 2008 at -33.06%. The longest streak of consecutive positive years was 7, and the longest losing streak was 2 years. AFI achieved double-digit gains (10%+) in 12 years. It suffered double-digit losses in 2 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | -3.60% | A$7.04 | A$6.79 |
| 2025 | +1.19% | A$6.96 | A$7.04 |
| 2024 | +3.02% | A$6.76 | A$6.96 |
| 2023 | +3.34% | A$6.54 | A$6.76 |
| 2022 | -6.83% | A$7.02 | A$6.54 |
| 2021 | +19.38% | A$5.88 | A$7.02 |
| 2020 | +6.40% | A$5.53 | A$5.88 |
| 2019 | +24.63% | A$4.43 | A$5.53 |
| 2018 | -0.06% | A$4.44 | A$4.43 |
| 2017 | +12.77% | A$3.93 | A$4.44 |
| 2016 | +0.90% | A$3.90 | A$3.93 |
| 2015 | +2.04% | A$3.82 | A$3.90 |
| 2014 | +1.85% | A$3.75 | A$3.82 |
| 2013 | +28.27% | A$2.92 | A$3.75 |
| 2012 | +31.13% | A$2.23 | A$2.92 |
| 2011 | -14.64% | A$2.61 | A$2.23 |
| 2010 | -0.72% | A$2.63 | A$2.61 |
| 2009 | +37.78% | A$1.91 | A$2.63 |
| 2008 | -33.06% | A$2.85 | A$1.91 |
| 2007 | +23.59% | A$2.31 | A$2.85 |
| 2006 | +23.60% | A$1.87 | A$2.31 |
| 2005 | +27.13% | A$1.47 | A$1.87 |
| 2004 | +11.96% | A$1.31 | A$1.47 |
| 2003 | +10.59% | A$1.19 | A$1.31 |
| 2002 | +3.30% | A$1.15 | A$1.19 |
| 2001 | +35.47% | A$0.85 | A$1.15 |
| 2000 | -8.53% | A$0.93 | A$0.85 |
| 1999 | +2.90% | A$0.90 | A$0.93 |
AFI Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating Australian Foundation Investment Company Limited as an investment
Valuation
AFI currently trades at a trailing P/E ratio of 30.9, which is considered high relative to the broader market. The price-to-book ratio stands at 1.0. The price-to-sales ratio is 26.1.
Dividends
Australian Foundation Investment Company Limited pays a dividend to shareholders with a current yield of 3.90%. This translates to A$0.27 per share annually. The payout ratio of 1% indicates sustainable dividend coverage.
Risk & Volatility
AFI has a beta of 0.39, indicating it is less volatile than the overall market. The stock's 52-week range is A$6.75 to A$8.23, and it currently trades near its 52-week low.
Frequently Asked Questions: AFI
What sector is AFI in? ▼
AFI operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.
How has AFI performed historically? ▼
Over 28 years of trading history, AFI has posted gains in 21 years (75% of the time). The best year was 2009 with a +37.8% return. Past performance does not guarantee future results.
How can I invest in AFI? ▼
You can invest in AFI through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold AFI.
Does AFI pay dividends? ▼
Australian Foundation Investment Company Limited pays a dividend to shareholders with a current yield of 3.90%. This translates to A$0.27 per share annually. The payout ratio of 1% indicates sustainable dividend coverage.
What does Australian Foundation Investment Company Limited do? ▼
Australian Foundation Investment Company Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Melbourne, Australia.
What sector is AFI in? ▼
AFI operates in the Financial Services sector, specifically in the Asset Management industry.
When did AFI go public? ▼
Australian Foundation Investment Company Limited went public in 1998, making it a 28-year-old public company as of 2026.
How much would A$1,000 invested in AFI 5 years ago be worth today? ▼
A A$1,000 investment in AFI five years ago would be worth approximately A$1,122 today, representing a 12.2% return.
How much would A$1,000 invested in AFI 10 years ago be worth today? ▼
A A$1,000 investment in AFI ten years ago would be worth approximately A$1,842 today, representing a 84.2% total return over the decade.
What is AFI's 3-year return? ▼
Over the past 3 years, AFI has returned 4.6%. A A$1,000 investment would have grown to A$1,046.
How much would A$1,000 invested in AFI at IPO be worth today? ▼
If you invested A$1,000 in AFI at its IPO in 1998, it would be worth approximately A$7,536 today, a 653.6% return over 28 years.
Does AFI pay dividends? ▼
Yes, Australian Foundation Investment Company Limited pays a dividend with a current yield of 3.90%, which is A$0.27 per share annually.
What is AFI's market cap? ▼
Australian Foundation Investment Company Limited has a market capitalization of A$8.5 billion, classifying it as a mid-cap company.
What is AFI's P/E ratio? ▼
AFI has a trailing P/E ratio of 30.9, which measures how much investors are paying per dollar of earnings.
Is AFI a buy, hold, or sell? ▼
Based on analyst opinion, AFI has a consensus "none" rating.
Last updated: 3/15/2026