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Australian Ethical Investment Limited (ASX:AEF)

ALERT: Price-sensitive ASX Announcement for AEF
Current share price for AEF : $4.110 -0.27 (-6.16%)+
Announcement
Release
16 Jul 2026 8:23AM
Price at Release
$4.380
Full Release
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Summary
Australian Ethical Investment Limited reported a new record of $14.5 billion in funds under management (FUM) as of June 30, 2026. This milestone was achieved despite challenging market conditions in FY26, supported by strong net flows in superannuation and contributions from strategic partners such as the Clean Energy Finance Corporation. The company's decision to diversify its asset classes and enhance digital capabilities played an essential role in maintaining positive net flows throughout the year. Furthermore, the launch of the Australian Ethical Growth Opportunities Fund significantly contributed to asset management business flows. Although retail and wholesale investment net flows were slightly negative during Q4, the company's resilient business model and ethical investment approach allowed it to capitalize on fixed income and private markets, offsetting losses in other sectors. Overall, Australian Ethical continues to demonstrate strong growth through diversification and strategic innovation.
Key Points
  • Australian Ethical reached a record high of $14.5 billion FUM at the end of FY26.
  • Strong net flows in superannuation were supported by the Clean Energy Finance Corporation and other strategic partners.
  • Superannuation net flows of $196 million were bolstered by contributions and rollovers.
  • Investment in building a diverse asset class portfolio proved beneficial despite market challenges.
  • Launch of the Australian Ethical Growth Opportunities Fund contributed positively to asset management flows.
  • Despite market volatility, retail and wholesale investment net flows were negative $26 million.
  • Full-year net flows were positive, supported by enhanced digital capabilities and platform improvements.
  • Australian Ethical maintains a positive growth trajectory by diversifying and leveraging its resilient business model.
  • The ethical investment approach resulted in avoiding certain high-performing sectors but achieved favorable results in fixed income and private markets.
IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.