AFI 0.97% $7.15 australian foundation investment company limited

interesting... while l remember AFI (or was it ARG ???)...

  1. 2,492 Posts.
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    interesting...

    while l remember AFI (or was it ARG ???) mentioned that the were increasing their weighting in growth type assets ie CSL some time back (which probably was quite a few years)

    I seem to remember then increasing their holdings in CSL which has had a very flat.

    PIC is 30% o'seas they had a very good year last year.
    BKI was heavily into SOL BKW assets for a long time. BKW & SOL are my biggest holdings l really really like their attitude to Divs and respect for shareholders

    I liked PIC because of the o'seas exposure. they have to outdo the big guys a little or why pay the fees? they must made their Divs attractive.

    the ROE for ARG & AFI is vertically identical. AUI is interesting... looked at this
 
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