Australian Foundation Investment Company - Experience Income Growth

Australian Foundation Investment Company is a listed investment company (referred to as a closed end fund) that specialises in managing a portfolio of Australian equities. AFIC looks to provide shareholders with attractive investment returns through access to a steady stream of fully franked dividends and medium to long term capital growth.

AFIC focuses on owning companies in attractively structured industries with unique high quality assets, brands and/or business footprints that can withstand the business cycles. We also look for management and Board strength and for sound and disciplined financial metrics covering returns on investment, profit margins, cash flow and gearing. Our view is that such businesses will generate superior returns over the long term.

There are no upfront fees other than the cost of buying shares through a stockbroker. There are no performance fees and commissions paid to third parties.

AFIC is particularly suited to people with do it yourself superfunds and/or those in retirement looking for a low cost exposure to a core portfolio of Australia’s leading companies. AFIC is also a cost effective way of investing on behalf of children/grandchildren given the low fees and diversified exposure to the Australian equity market. AFIC has history of outperformance over the long term.

Brand

Why invest in AFIC?

Diversified Portfolio

We focus on investing in Australian companies with unique high quality assets, brands and/or businesses that can withstand economic cycles. Our view is that such businesses will generate superior returns over the long term.

Read more

Investment Performance

We aim to provide shareholders with attractive investment returns through access to a steady stream of fully franked dividends and medium to long term capital growth.

Read more

Low Management Fees

We are a listed investment company with no performance fees or fees based on a fixed percentage of the portfolio size. As a result, the benefits of size flows back to shareholders with an MER for 2015 of 0.16%.

Read more