XASX
AEF
Market cap316mUSD
Oct 09, Last price
4.10AUD
1D
2.50%
1Q
-8.89%
Jan 2017
376.74%
IPO
3,995.90%
Name
Australian Ethical Investment Ltd
Chart & performance
P/E
18.08
P/S
3.60
EPS
0.23
Div yield, %
4.75%
Shrs. gr., 5y
0.38%
Rev. gr., 5y
17.15%
Revenues
130m
+8.51%
Net income
26m
+27.81%
CFO
33m
+21.39%
Dividend
Sep 02, 20260.1 AUD/sh
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Profile
Australian Ethical Investment Ltd. operates as a publicly listed asset management firm. It develops and manages various mutual funds for its clientele, spanning equity, fixed income, and balanced investment strategies. The company deploys capital into public stock and bond markets worldwide, specifically targeting sectors like education, sustainable energy, power infrastructure, government services, health and wellness, food production, telecommunications, transportation, recycling and waste solutions, eco-friendly products, information technology, software and professional services, media, real estate, leisure, and financial offerings. Its portfolios are meticulously constructed using a fundamental analysis approach. The firm was established in 1986 and is headquartered in Sydney, Australia.
Related entities
Subsidiaries (2)
Australian Ethical Retail Superannuation Fund
AUSTRALIAN ETHICAL SUPERANNUATION PTY LTD
Managed funds (14)
ALTIUS WHOLESALE CASH FUND
AUSTRALIAN ETHICAL ALTIUS BOND FUND
AUSTRALIAN ETHICAL ALTIUS CREDIT INCOME FUND
AUSTRALIAN ETHICAL ALTIUS SHORT DURATION BOND FUND
AUSTRALIAN ETHICAL AUSTRALIAN SHARES FUND
AUSTRALIAN ETHICAL BALANCED FUND
AUSTRALIAN ETHICAL CONSERVATIVE FUND
AUSTRALIAN ETHICAL DIVERSIFIED SHARES FUND
AUSTRALIAN ETHICAL EMERGING COMPANIES FUND
AUSTRALIAN ETHICAL HIGH CONVICTION FUND
AUSTRALIAN ETHICAL HIGH GROWTH FUND
AUSTRALIAN ETHICAL INCOME FUND
AUSTRALIAN ETHICAL INTERNATIONAL SHARES FUND
AUSTRALIAN ETHICAL MODERATE FUND
Key people
Mark Simons
Chief Financial Officer · since 2018
Ludovic Theau
Chief Investment Officer · since 2023
Karen Hughes
Chief Risk Officer, Company Secretary · since 2023
Richard Brandweiner
Executive Director · since 2024
Marion Enander
Chief Strategy & Innovation Officer
Maria Loyez
Group Executive - Superannuation · since 2025
Ross Piper
Chief Executive Superannuation · since 2022
John McMurdo
Chief Executive Officer, Managing Director, Director · since 2020
Stephen Gibbs
Non-Executive Independent Chairman of the Board · since 2020
Brian Bissaker
Non-Executive Independent Director · since 2025
Non-Executive Independent Director · since 2013
Sandra McCullagh
Non-Executive Independent Director · since 2023
Julie Orr
Non-Executive Independent Director · since 2018
IPO date
Dec 17, 2002
Employees
118
Domiciled in
AU
Incorporated in
AU
Legal address
COMPANY MATTERS PTY LIMITED
Level 41, 161 Castlereagh Street,
SYDNEY, NSW 2000
AU
Level 41, 161 Castlereagh Street,
SYDNEY, NSW 2000
AU
Headquarters
LEVEL 8
124-130 PITT STREET
SYDNEY, NSW 2000
AU
124-130 PITT STREET
SYDNEY, NSW 2000
AU
Valuation
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|---|---|---|---|---|---|---|---|---|---|---|
| 2026‑06 | 2025‑06 | 2024‑06 | 2023‑06 | 2022‑06 | 2021‑06 | 2020‑06 | 2019‑06 | 2018‑06 | 2017‑06 | |
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