Annolyse
BriefingsCompaniesInsightsPrinciplesCompareChatWatchlist

Explore

  • Briefings
  • Companies
  • Insights
  • Compare

Resources

  • Search
  • Methodology

© 2026 Annolyse.

Company archive

Australian Foundation Investment Company (AFI) briefings

Read that company's published results in release order, newest first.

All briefingsConsumerHealthcareTransport & InfrastructurePrimary IndustriesPropertyInvestment CompaniesTechnologyConstruction & Materials
Open archive
Clear filters

Showing 1-9 of 9 published briefings.

Australian Foundation Investment Company (AFI)•HY26•Released 21 January 2026

AFI portfolio return 2.0%, distribution coverage drops to 91.4%

Investment income held inside the historical band, but the interim dividend now exceeds NPAT and the portfolio trailed its benchmark by 2.2 points.

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•HY25•Released 22 January 2025

Portfolio trailed benchmark by 0.4pp; payout ratio reached 97.6%

Investment income rose 3.0% but a 7.2% portfolio return lagged the 7.6% benchmark, reversing last year's 0.7pp outperformance.

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•FY24•Released 29 July 2024

Portfolio returned 15.1%, beat benchmark by 1.6pp as NAV rose 9.3%

Strong capital return lifted net assets above the historical baseline, but softer investment income left distributions at 102.9% of NPAT.

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•HY24•Released 24 January 2024

Portfolio returned 9.0% but income fell 5.4% and lifted payout to 95.4%

Strong portfolio capital return masked a 5.4% drop in investment income, narrowing distribution coverage as the interim dividend was raised.

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•FY23•Released 26 July 2023

NPAT fell 14.1% on BHP merger dividend base; portfolio trailed by 2.7pp

Underlying profit rose 8.6% excluding the prior-year one-off, while the 13.9% portfolio return lagged the ASX 200's 16.6% gain.

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•HY23•Released 23 January 2023

Record income masks 3.7pp portfolio underperformance versus benchmark

Investment income reached an unprecedented $178.1m and the interim dividend lifted to 11 cents, but the 7.1% portfolio return trailed the 10.8%

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•FY22•Released 25 July 2022

Investment income up 53.4% but portfolio swung to a $347.5m total loss

Dividend receipts lifted distribution coverage to 163.2% even as net assets fell 7.5% against a benchmark total return of just 5.1%.

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•HY22•Released 24 January 2022

Investment income up 68.1% restored distribution coverage to 126.2%

Post-COVID dividend recovery lifted income to NZ$161.8m and portfolio return of 6.9% beat the 4.6% benchmark by 2.3 percentage points.

Published 22 April 2026

Read briefing→
Australian Foundation Investment Company (AFI)•FY21•Released 26 July 2021

Portfolio returned 31.9% vs 29.1% benchmark, but NPAT fell 2.2%

Capital returns rebounded with the market, but income from holdings stayed subdued, leaving distributions only 106% covered by investment income.

Published 22 April 2026

Read briefing→

Get reporting-season briefings

Get full NZX result briefings by email as new coverage is published.