Australian Ethical Investment logo

AEF - Australian Ethical Investment Share Price

A$7.12 0.4  6.6%

Last Trade - 25/01/21

Sector
Financials
Size
Mid Cap
Market Cap £451.2m
Enterprise Value £440.1m
Revenue £28.1m
Position in Universe 330th / 1839
Bullish
Bearish
Unlock AEF Revenue
Momentum
Relative Strength (%)
1m +36.1%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -21.3%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 30th Jun 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
21.2 23.0 28.3 36.0 41.0 49.9 +18.7%
-27.2 +41.0 -10.2 +63.8 +31.2 +41.5
PEG
Profitability
ROA
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%
Cashflow
Dividends
Balance Sheet
NFA
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FINANCIAL BRIEF: : For the fiscal year ended 30 June 2020, AustralianEthical Investment Limited revenues increased 22% toA$49.9M. Net income increased 43% to A$9.5M. Revenuesreflect Management Fees increase of 18% to A$33.9M,Performance fees increase from A$769K to A$3.6M,Administration fees increase of 21% to A$8.8M. Net incomebenefited from Other operating expenses - Balancing valdecrease of 77% to A$475K (expense).
Health Trend(F-Score)
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Earnings Manipulation Risk(M-Score)
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Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History

Revenue

AEF Revenue Unlock AEF Revenue

Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

AEF Dividend Yield Range Unlock AEF Revenue
Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
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Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
AEF EPS Forecasts Unlock AEF Revenue
Profile Summary

Australian Ethical Investment Limited is engaged in acting as the responsible entity for a range of ethically managed investment schemes. The Company also acts as the Trustee of the Australian Ethical Retail Superannuation Fund. It operates through fund management segment. The Company's products include Super, Managed Funds and Pensions. The Company invests in clean energy solutions, such as solar and wind; energy efficiency, such as light emitting diode (LED) lighting, motors and smart energy management technologies; Other products and activities, such as recycling, insulation and battery storage; healthcare; medical research; communication; education; information technology; Responsible Banking; Aged Care, and sustainable products. Its managed fund is a managed investment portfolio and can include investments in shares, property and fixed interest. Its subsidiaries are Australian Ethical Superannuation Pty Limited and Australian Ethical Investment Limited Employee Share Plan Trust.

Directors
Last Annual June 30th, 2020
Last Interim June 30th, 2020
Incorporated November 4, 1986
Public Since December 17, 2002
No. of Shareholders: n/a
No. of Employees: 40
Sector Financials
Industry Investment Banking & Investment Services
Index S&P/ASX All Ordinaries , S&P/ASX 300 , ASX Small Ordinaries ,
Exchange Australian Stock Exchange - SEATS
Shares in Issue 112,387,138
Free Float (0.0%)
Eligible for
ISAs
SIPPs
AEF Share Price Performance
Share Price
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Latest News for AEF
Upcoming Events for AEF
Frequently Asked Questions for Australian Ethical Investment
What is the Australian Ethical Investment share price?

As of 25/01/21, shares in Australian Ethical Investment are trading at A$7.12, giving the company a market capitalisation of £451.2m. This share price information is delayed by 15 minutes.

How has the Australian Ethical Investment share price performed this year?

Shares in Australian Ethical Investment are currently trading at A$7.12 and the price has moved by 30.92% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Australian Ethical Investment price has moved by 30.68% over the past year.

What are the analyst and broker recommendations for Australian Ethical Investment?

There are no analysts currently covering Australian Ethical Investment.

When will Australian Ethical Investment next release its financial results?

Australian Ethical Investment is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-06-30
What is the Australian Ethical Investment dividend yield?

The Australian Ethical Investment dividend yield is 0.7% based on the trailing twelve month period.

Does Australian Ethical Investment pay a dividend?

Last year, Australian Ethical Investment paid a total dividend of 0.05, and it currently has a trailing dividend yield of 0.7%. Looking ahead, Australian Ethical Investment has not announced an ex-dividend date yet.

When does Australian Ethical Investment next pay dividends?

Australian Ethical Investment has yet to annouce their ex-dividend date. The historic dividend yield on Australian Ethical Investment shares is currently 0.7%.

How do I buy Australian Ethical Investment shares?

To buy shares in Australian Ethical Investment you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Australian Ethical Investment?

Shares in Australian Ethical Investment are currently trading at A$7.12, giving the company a market capitalisation of £451.2m.

Where are Australian Ethical Investment shares listed? Where are Australian Ethical Investment shares listed?

Here are the trading details for Australian Ethical Investment:

Country of listing: Australia
Exchange: ASX
Ticker Symbol: AEF
What kind of share is Australian Ethical Investment?

Based on an overall assessment of its quality, value and momentum, Australian Ethical Investment is currently classified as a Falling Star. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Australian Ethical Investment share price forecast 2021?

We were not able to load any forecast data for Australian Ethical Investment.

How can I tell whether the Australian Ethical Investment share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Australian Ethical Investment. Over the past six months, the relative strength of its shares against the market has been -1.94%. At the current price of A$7.12, shares in Australian Ethical Investment are trading at 34.53% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Australian Ethical Investment PE Ratio?

The Australian Ethical Investment PE ratio based on its reported earnings over the past 12 months is 84.55. The shares are currently trading at A$7.12.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Australian Ethical Investment?

Australian Ethical Investment's management team is headed by:

Tom May - GCN
David Macri - CIN
Stephen Gibbs - NEC
Katherine Greenhill - NED
Mara Bun - NED
Stuart Palmer - OTH
Michael Monaghan - NED
Julie Orr - NED
John McMurdo - CEO
Karen Hughes - SEC
Mark Simons - CFO
Kim Heng - COO
Who are the major shareholders of Australian Ethical Investment?

Here are the top five shareholders of Australian Ethical Investment based on the size of their shareholding:

Select Managed Funds Ltd. Corporation
Percentage owned: 4.9% (5.51m shares)
Thier (James Andrew) Individual Investor
Percentage owned: 4.51% (5.07m shares)
Le Couteur (Caroline Margaret) Individual Investor
Percentage owned: 3.88% (4.36m shares)
Tse (Yin wang) Individual Investor
Percentage owned: 2.64% (2.97m shares)
Boag (Judith Margaret) Individual Investor
Percentage owned: 2.27% (2.55m shares)
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