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AFIC Reports Strong Portfolio Performance Amid Market Fluctuations

Story Highlights
  • AFIC focuses on a diversified portfolio of ASX-listed equities for long-term growth.
  • AFIC’s portfolio aligns with the S&P/ASX 200 Index, showing a 13.8% gain for the year.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
AFIC Reports Strong Portfolio Performance Amid Market Fluctuations

Elevate Your Investing Strategy:

Australian Foundation Investment Co. Ltd. ( (AU:AFI) ) has issued an update.

AFIC reported its monthly net tangible asset (NTA) backing per share as of June 30, 2025, highlighting a diversified investment strategy with a focus on long-term growth. The company’s portfolio performance aligns with the S&P/ASX 200 Accumulation Index, which saw a 13.8% gain for the financial year, despite sectoral fluctuations. The Energy sector experienced a notable increase in June, while the Materials and Consumer Staples sectors faced declines. AFIC’s top investments include major Australian companies like Commonwealth Bank of Australia and BHP, with banks making up a significant portion of the portfolio. The announcement underscores AFIC’s commitment to providing tax-effective income and consistent returns to its shareholders.

More about Australian Foundation Investment Co. Ltd.

Australian Foundation Investment Company Limited (AFIC) is a long-term investor focusing on a diversified portfolio primarily of ASX-listed Australian equities. The company aims to provide shareholders with attractive investment returns through fully franked dividends and capital enhancement over the medium to long term. AFIC is listed on both the ASX and NZX under the code AFI, and it manages a portfolio valued at $10.5 billion as of June 30, 2025.

Average Trading Volume: 536,884

Technical Sentiment Signal: Buy

For detailed information about AFI stock, go to TipRanks’ Stock Analysis page.

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