There are two key measures of AFIC’s investment performance
The growth of the Company’s net assets per share plus dividends is a measurement of how the Company’s portfolio of investments has been managed. This is measured relative to the S&P/ASX 200 Accumulation Index (which also assumes reinvestment of dividends).
AFIC is a medium to long term investor, so our investment performance is focused over a corresponding period, say five to ten years.
Total return to shareholders is measured by the change in the share price plus dividends. The table above is calculated assuming a reinvestment of dividends. The performance compares favourably with returns provided by the S&P/ASX 200 Accumulation Index.