Stock AFI AUSTRALIAN FOUNDATION INVESTMENT COMPANY LIMITED
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Company Australian Foundation Investment Company Limited

Equities

AFI

AU000000AFI5

Investment Management & Fund Operators

Market Closed - Australian S.E.
Other stock markets
 02:10:50 2024-04-24 am EDT 		5-day change 1st Jan Change
7.21 AUD +0.28% Intraday chart for Australian Foundation Investment Company Limited -0.55% -3.22%
Feb. 13 Australian Foundation Investment to Repurchase Shares MT
Feb. 12 Australian Foundation Investment Company Limited announces an Equity Buyback for 123,562,485 shares, representing 9.91% of its issued share capital. CI

Business Summary

Australian Foundation Investment Company Limited is an investment company, which is focused on investing in Australian and New Zealand equities. Its investment objective is to provide shareholders with investment returns through access to a stream of franked dividends and growth of capital invested. It has two portfolios of securities: the investment portfolio and the trading portfolio. The investment portfolio holds securities which the Company intends to retain on a long-term basis and includes a small sub-component over which options may be written and an additional small sub-component of international (non-Australian/New Zealand listed stocks). The trading portfolio consist of securities that are held for short term trading only, including call option contracts written over securities that are held in the specific sub-component of the investment portfolio and on occasion put options and is relatively small in size. Its investment sectors include banks, healthcare, and materials.

Number of employees: 18

Sales per Business

AUD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
395 100.0 % 349 100.0 % -11.67%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
100.0 %
395 100.0 % 349 100.0 % -11.67%

Managers

Managers TitleAgeSince
Mark Freeman CEO
 Chief Executive Officer - 07-01-31
Andrew Porter DFI
 Director of Finance/CFO - 04-12-31
Geoffrey Driver IRC
 Investor Relations Contact - 02-12-31
Matthew Rowe SEC
 Corporate Secretary - 16-07-10

Members of the board

Members of the board TitleAgeSince
Graeme Liebelt BRD
 Director/Board Member 70 12-05-31
Mark Freeman CEO
 Chief Executive Officer - 07-01-31
Richard Murray BRD
 Director/Board Member - Jan. 21
Katie Hudson BRD
 Director/Board Member - Dec. 31
David Peever BRD
 Director/Board Member - 13-11-19
Craig Drummond CHM
 Chairman 63 21-06-30
Rebecca Dee-Bradbury BRD
 Director/Board Member 56 19-05-05
Julie Fahey BRD
 Director/Board Member 66 21-04-21

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 1,246,549,000 1,218,674,403 ( 97.76 %) 0 97.76 %

Shareholders

NameEquities%Valuation
Netwealth Investments Ltd.
1.044 %
13,062,191 1.044 % 63 M $
IOOF Investment Services Ltd.
0.4568 %
5,716,997 0.4568 % 27 M $
BOUGAINVILLE COPPER LIMITED
0.3259 %
4,078,717 0.3259 % 20 M $
MLC Investments Ltd.
0.3137 %
3,926,480 0.3137 % 19 M $
Evanson Pty Ltd.
0.3041 %
3,805,838 0.3041 % 18 M $
Bushways Pty Ltd.
0.2054 %
2,570,592 0.2054 % 12 M $
Perennial Value Management Ltd.
0.1271 %
1,590,645 0.1271 % 8 M $
Twibill Pty Ltd.
0.1153 %
1,443,216 0.1153 % 7 M $
Graeme Liebelt
0.0530 %
663,629 0.0530 % 3 M $
John Paterson
0.0492 %
615,332 0.0492 % 3 M $

Company contact information

Australian Foundation Investment Co. Ltd.

101 Collins Street Level 21

3000, Melbourne

++61 3 9650 9911

http://www.afi.com.au/
address Australian Foundation Investment Company Limited(AFI)

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Management & Fund Operators
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