1. Australia Stocks

  2. •

    Finance

  3. •

    Investment managers
Australian Ethical Investment Ltd

Australian Ethical Investment Ltd

4.18
AUD
-0.08
(-1.88%)
0.10EPS
41.82P/E
487.22MMarket Cap
Feb 24Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
Revenue per Share
0.16
0.19
0.2
0.21
0.26
0.33
0.37
0.45
0.53
0.64
0.72
0.89
- -
Basic EPS, GAAP
0.01
0.02
0.02
0.03
0.03
0.05
0.06
0.09
0.1
0.09
0.06
0.1
- -
Free Cash Flow per Basic Share
0.02
0.05
0.06
0.04
0.01
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
0.01
0.01
0.02
0.02
0.02
0.04
0.04
0.06
0.07
0.08
0.05
0.08
- -
Book Value per Share
0.07
0.09
0.11
0.12
0.12
0.14
0.15
0.19
0.22
0.22
0.24
0.27
- -
Tangible Book Value per Share
0.07
0.09
0.11
0.12
0.12
0.14
0.15
0.19
0.22
0.22
0.24
0.27
- -
Basic Weighted Avg Shares
101
102
104
107
108
109
109
110
110
111
112
112
112
Sales/Revenue/Turnover
16
20
21
23
28
36
40
50
59
71
80
99
- -
Operating Margin (%)
15.14
23.37
20.73
22.27
13.44
19.57
21.38
25.51
25.74
19.82
16.51
22.46
- -
Depreciation Expense
- -
- -
- -
- -
- -
- -
- -
1
1
1
1
1
- -
Net Income, GAAP
1
3
2
3
3
5
7
9
11
10
7
12
- -
Effective Tax Rate (%)
45.1
38.48
44.94
36.44
27.94
31.32
27.17
27.62
28.25
30.95
37.86
34.24
- -
Profit Margin (%)
6.58
12.89
9.41
13.26
10.48
14.29
16.34
19.06
18.95
13.45
8.19
11.63
- -
Working Capital
7
9
9
10
11
12
14
16
20
15
19
24
- -
LT Debt
- -
- -
- -
- -
- -
- -
- -
1
1
- -
2
2
- -
Total Equity
7
9
11
13
14
15
17
21
24
25
27
30
- -
Return on Invested Capital (%)
14.42
29.68
18.8
24.06
19.76
31.88
36.88
44.54
42.96
36.78
29.92
46.3
- -
Return on Capital (%)
15.18
30.31
19.09
25.12
21.88
34.78
40.93
47.92
46.12
37.11
24.15
37.27
- -
Return on Common Equity (%)
15.18
30.31
19.09
25.12
21.88
34.78
40.93
50
49.42
38.94
25.58
40.53
- -

Capital Structure

AUD

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

AUD

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

AUD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
- -
- -
Free Cash Flow
- -
- -
- -
Net Income, GAAP
- -
- -
- -
Sales/Revenue/Turnover
- -
- -
- -
Total Cash Common Dividend
- -
- -
- -

Semi-annual Revenue

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
80
2024
- -
- -
99
2025
- -
- -
- -

Semi-annual Earnings Per Share

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
0.06
2024
- -
- -
0.1
2025
- -
- -
- -

Semi-annual Dividends Per Share

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
0.05
2024
- -
- -
0.08
2025
- -
- -
- -

Company Description

Company Profile APIChatGPT
CEO
John McMurdo
Full Time Employees
148
Sector
Finance
Industry
Investment managers
Address
Level 8 Sydney NSW Australia NSW 2000
IPO Date
Dec 17, 2002
Website
australianethical.com.au
Similar Companies
Morgan Stanley (NYSE:MS)
BlackRock, Inc. (NYSE:BLK)
Motilal Oswal Financial Services Limited (NSE:MOTILALOFS)
HDFC Asset Management Co. Ltd. (NSE:HDFCAMC)
Blackstone Inc. (NYSE:BX)
360 One Wam Limited (NSE:360ONE)
Business
Australian Ethical Investment Ltd Australian Ethical Investment Limited (ASX:AEF) serves as a specialist ethical investment manager focused on superannuation, managed funds, pensions, and exchange-traded funds (ETFs) that align with environmental, social, and governance values; its core offerings include ethically screened superannuation options such as Australian Shares Super, diversified managed funds across equities, fixed income, and multi-asset classes like the Emerging Companies Managed Fund, pension products, and ETFs emphasizing future-building sectors including renewable energy, information technology, healthcare, education, and sustainable infrastructure while restricting investments in fossil fuels, gambling, tobacco, nuclear power, and other harmful activities. Headquartered in Sydney, Australia, and founded in 1986, the company operates primarily in Australia with a growing institutional client base, managing over $13.5 billion in funds under management through direct-to-consumer digital channels, financial advisers, and partnerships with not-for-profits; it acts as the responsible entity for public ethical investment schemes and trustee for the Australian Ethical Retail Superannuation Fund, employing rigorous ethical criteria to construct diversified portfolios targeting long-term, risk-adjusted returns for individual and institutional investors seeking positive societal and planetary impact. In recent developments, Australian Ethical Investment Ltd expands its fixed income capabilities through the 2024 acquisition of Altius Asset Management from Australian Unity for approximately $5.5 million, adding circa $2 billion in sustainable cash and fixed interest funds including green bonds, social bonds, and sustainability-linked instruments to support renewable energy transitions and UN Sustainable Development Goals; funds under management surged 34% to a record high in FY2024-25 driven by net inflows and the Superannuation Guarantee rate increase, alongside appointing Nathan Parkin as Head of Equities in 2025 and ongoing collaborations with Australian Unity for joint product development in social impact areas.