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Investing for Children

AFIC’s long term investment horizon and low fees make it an attractive investment for children or grandchildren.

Investing for children or grandchildren early is a positive step towards them understanding the sharemarket and the value of investing over the long term.

This brochure outlines the benefits of investing for children using AFIC and the ways to register a holding in their name. Click on the links below to access this brochure:


Investing for Children

Table of Contents

  1. Investing for Children or Grandchildren over the Long Term
  2. Return from $1,000 Invested 10 Years ago
  3. How do you Invest?
  4. Tax Considerations
  5. Financial Services Guide
  6. Risks of Investing in AFIC
  7. Management expense ratio

AFIC Shareholder Benefits

Investing early for either your children or grandchildren is a positive step towards them understanding the sharemarket and the value of investing over the long term.

AFIC shareholders benefit from:

  • Consistent investment returns achieved over the long term
  • Low-cost investing
  • Professional management and an experienced Board, Investment and Management team
  • Exposure to a diversified portfolio of ASX-listed Australian equities
  • Tax-effective income via fully franked dividends
  • Ease of investing and transparent ASX pricing

If you have shares you want to transfer into your Children’s name then you can use this standard transfer form

Download Form

Becoming a shareholder is very easy. Click here to find out more.

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