Top 25 stocks in AFI around 87%, top 25 stocks in AUI around 80%. Neither company turns over a significant amount of their portfolio simply because they're both sitting on long term Capital Gains.
Page 38 of the last AFI Annual Report lists annual purchases/disposals of around $0.5B and around $19m of Admin expenses. That's a lot of money for "tweaking" a small portion of that portfolio, especially when the result of that "tweaking" hasn't matched their own benchmark over the last 10 years.
I have an account with AustralianSuper. They've done well over 20-30 years but now they're setting up US offices, paying top $ for traders and jet setting the world. More and more folks on very large salaries clipping the ticket on a very large pie but adding very little value. I'm not happy about that either.
Yeah I looked at all the LICs you mention and settled on AUI. Recently purchased some CIN as well, the holdings are a bit of a dog's breakfast but long term performance has been ok and the discount is extreme.
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- Ann: Information Meetings - Presentation
AFI
australian foundation investment company limited
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Ann: Information Meetings - Presentation, page-4
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Last
$7.50 |
Change
-0.090(1.19%) |
Mkt cap ! $9.392B |
Open | High | Low | Value | Volume |
$7.57 | $7.57 | $7.48 | $1.710M | 227.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 15426 | $7.50 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.51 | 6685 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 17181 | 7.500 |
5 | 22688 | 7.490 |
8 | 28457 | 7.480 |
8 | 23299 | 7.470 |
5 | 13975 | 7.460 |
Price($) | Vol. | No. |
---|---|---|
7.510 | 6685 | 1 |
7.520 | 3096 | 2 |
7.530 | 7855 | 3 |
7.540 | 6399 | 2 |
7.550 | 4000 | 1 |
Last trade - 11.13am 21/07/2025 (20 minute delay) ? |
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AFI (ASX) Chart |