About the Fund

AUI is a listed investment company which specialises in Australian listed equities.  The Company's objective is to take a medium to long term view and to invest in a diversified portfolio of Australian equities which have the potential to provide income and capital appreciation over the longer term.

AUI was founded in 1953 by the late Sir Ian Potter and The Ian Potter Foundation Ltd is today the Company's largest single shareholder.

How we invest your money

AUI's funds are invested predominantly in shares of companies listed on the ASX.

Investments are purchased or subscribed for on the basis of the directors' assessment of their individual prospects for income and growth.  The directors do not invest by reference to any pre-determined policy that any particular proportions of the capital will be invested in particular investment sectors.

Modest exposure to the Australian equities Small Cap sector is achieved through investment in unlisted managed funds.

The Company's objective in managing capital is to continue to provide shareholders with dividends and capital appreciation over the longer term.

The Company's assets will fluctuate in accordance with prevailing market movements, and it may adjust the amount of dividends paid, issue new shares or sell assets to reduce debt.

The Company is not subject to any externally imposed capital requirements.