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Australian Foundation Investment Company Ltd (AFI.AU) — chart, structure and Closelook read

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Company snapshot — Australian Foundation Investment Company Ltd

AFI.AU in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Australian Foundation Investment Company is a listed investment company that pools shareholder money and invests it across Australian and New Zealand public equities, favouring value-style holdings. It measures its results against the S&P/ASX 200 Accumulation Index and selects holdings through in-house, bottom-up fundamental research spread across many industries. Founded in 1928, it is based in Melbourne.
Where it sits in the stack
AFI carries no seat in Rubin, our AI build-out index, and none in Halo; it sits in the asset-management sleeve of our broader Australian coverage, as a diversified holder of ASX and NZX shares rather than as a constraint on, or customer of, any stage of the AI build-out.
Who it is priced against
The diary has no peer group recorded for it; the comparison the market draws is with other Australian listed investment companies such as Argo Investments, which run similarly diversified, value-tilted portfolios.
Why Closelook tracks it
AFI holds no seat in our indices and carries no Closelook score; the diary has not yet built quoted coverage of it.
What the diary watches
Whether its diversified, value-tilted portfolio picks up exposure to companies further along the AI build-out, and whether its holdings drift from the value bias described here.

Australian Foundation Investment Company Ltd (AFI.AU) trades on the AU exchange in Australia, classified under Financial Services.

The Closelook company score reads 55/100 composite (momentum 51, quality 68, valuation 45) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for AFI.AU, from the same nightly bakes the boards use. Research diary readings, not advice.

Who it is priced against Financial Services · Australia · 4 names with week and year-to-date

Peer group

Financial Services · Australia

Scored names in the same sector and country from the Closelook universe.

Compared against AFI.AU on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sector × region Financials in Asia-Pacific developed: +2.2% week · +1.2% month · +7.9% quarter · +22.0% year (approximated)The Sector Engine cell this name lives in, from 1631.TSE+1632.TSE; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-16
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Australian Foundation Investment Company Ltd (AFI.AU)?

Australian Foundation Investment Company Ltd trades as AFI.AU on the AU exchange (Australia) and is classified under Financial Services in the Closelook research universe, as of the registry build of 2026-09-18.

Is AFI.AU in a Closelook index?

Not currently — Australian Foundation Investment Company Ltd is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-18.

What is Australian Foundation Investment Company Ltd's Closelook composite score?

55 out of 100, with momentum 51, quality 68 and valuation 45 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

Where does AFI.AU trade against its moving averages?

Mixed moving-average stack: Trades -2.1% vs the 50-day and -0.1% vs the 200-day average, 6.7% below the 52-week high and +7.6% off the 52-week low; a golden cross printed 23 sessions ago. Computed from daily closes. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does Australian Foundation Investment Company Ltd do?

Australian Foundation Investment Company is a listed investment company that pools shareholder money and invests it across Australian and New Zealand public equities, favouring value-style holdings. It measures its results against the S&P/ASX 200 Accumulation Index and selects holdings through in-house, bottom-up fundamental research spread across many industries. Founded in 1928, it is based in Melbourne. The diary has no peer group recorded for it; the comparison the market draws is with other Australian listed investment companies such as Argo Investments, which run similarly diversified, value-tilted portfolios.

Where does Australian Foundation Investment Company Ltd sit in the AI build-out?

AFI carries no seat in Rubin, our AI build-out index, and none in Halo; it sits in the asset-management sleeve of our broader Australian coverage, as a diversified holder of ASX and NZX shares rather than as a constraint on, or customer of, any stage of the AI build-out. AFI holds no seat in our indices and carries no Closelook score; the diary has not yet built quoted coverage of it.

What does this page show?

A live price chart with SMA overlays and drawing tools for AFI.AU, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

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