Australian Ethical Investment Limited (AEF) - Research

$2.110 0.02 (0.96%)

AEF General Information +

ASX Code AEF
Website http://www.australianethical.com.au
GICS Sub-Industry Asset Management & Custody Banks
Market Cap ($M) 236
Current Price $2.110
Day High $2.130
Day Low $2.100
Last Close $2.090
Price Movement $0.02 ( 0.96% )
Prices as at 16:40, 16 Aug 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

AEF Company Overview

Business Description

Australian Ethical Investment Limited (AEF) is a fund manager that specializing in environmental and socially responsible investments. AEF public offers ethical managed funds (registered managed investment schemes) and Retail Superannuation Fund. The funds are managed by Australian Ethical Balanced Trust using the Australian Ethical Charter.

AEF Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2018 A 5.08 4.50 3.70% 28.80 4.00 3.10% 100.0%
2017 A 4.88 4.40 46.50% 20.20 2.60 2.90% 100.0%
2016 A 3.19 3.00 65.20% 21.40 3.00 4.70% 100.0%

AEF Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2016 A 2017 A 2018 A 2016 A 2017 A 2018 A 2016 A 2017 A 2018 A
Aust Ethical (AEF) $234M 0.0365 0.0000 0.0000 46.0352 0.0000 0.0000 1.91% 0.00% 0.00%
IOOF (IFL) $1,727M 0.5416 0.0341 -0.1007 9.1162 8.8156 9.8027 10.98% 9.12% 7.22%
Magellan Financial Group (MFG) $9,058M 0.4603 0.1815 0.1138 22.6257 19.1501 17.1933 3.62% 4.02% 4.35%
Pendal Group (PDL) $2,124M 0.1207 -0.2864 0.1044 9.1300 12.7941 11.5845 7.90% 6.91% 7.29%
Platinum Asset Mgmt (PTM) $2,446M 0.0325 -0.1581 0.0341 12.7251 15.1142 14.6162 7.67% 6.47% 6.53%

AEF Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 1.10 46.50 15.40 0.00
Market 0.54 14.90 1.16 1.01
Sector 0.74 13.40 1.01 2.16

AEF Directors

Name Position Start Date
Mr Phillip Vernon Chief Executive Officer, Managing Director 27 Jul 2010
Mr Michael John Monaghan Non-Executive Director 22 Sep 2017
Ms Mara Bun Non-Executive Director 4 Feb 2013
Ms Kate Greenhill Non-Executive Director 22 Feb 2013
Ms Julie Ann Orr Non-Executive Director 20 Feb 2018
Mr Stephen Phillip Gibbs Non-Executive Director, Non-Executive Chairman 25 Jul 2012

AEF Management

Name Position
Nick Parkin Additional Company Secretary
Allyson Lowbridge Chief Customer Officer
Mark Simons Chief Financial Officer
David Macri Chief Investment Officer
Rob Plow Chief Operating Officer
Karen Hughes Chief Risk Officer
Tom May General Counsel,Company Secretary
Stuart Palmer Head of Ethics Research
Fiona Horan Head of People & Culture

AEF Substantial Shareholders

Holding Name
0 (0%) No substantial shareholder's information disclosed

AEF Calendar of Events

Date Event
21 February 2020 Report (Interim)
20 September 2019 Report (Annual)
23 August 2019 Report (Prelim)

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