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AEF General Information

Australian Ethical Investment Limited
AEF
http://www.australianethical.com.au
Asset Management & Custody Banks
179
1

AEF Current Share Price+

Current Price $159.250
Open $157.500
High $159.250
Low $157.500
Last Close $159.250
Volume 298
Price Movement - ( No change )
  • +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 (%)
2017 A 4.88 437.60 46.40% 20.20 260.00 2.90% 100.0%
2016 A 3.19 298.90 65.40% 21.40 300.00 4.70% 100.0%
2015 A 1.97 180.70 -38.80% 24.30 200.00 4.60% 100.0%

AEF Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2015 A 2016 A 2017 A 2015 A 2016 A 2017 A 2015 A 2016 A 2017 A
Aust Ethical (AEF) $177M 0.4639 0.0000 0.0000 35.9926 0.0000 0.0000 1.65% 0.00% 0.00%
IOOF (IFL) $3,054M 0.5187 0.1313 0.1566 16.3626 14.4638 12.5054 6.21% 6.47% 6.87%
Magellan Financial Group (MFG) $4,749M 0.4773 0.0144 0.0936 15.9874 15.7602 14.4118 4.99% 4.71% 5.08%
Pendal Group (PDL) $2,881M 0.1438 0.0190 0.0943 14.0880 13.8257 12.6342 4.97% 5.68% 6.24%
Platinum Asset Mgmt (PTM) $3,285M -0.0730 -0.0208 0.0286 17.6434 18.0180 17.5164 5.36% 5.49% 5.58%

AEF Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.86 36.40 12.80 0.00
Market 0.89 16.00 1.38 1.22
Sector 1.07 14.60 1.08 1.56

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
Mark Shanahan CFO and COO
Allyson Lowbridge Chief Customer Officer
David Macri Chief Investment Officer
Karen Hughes Chief Risk Officer
Head of Ethics Research Dr Stuart Palmer
Head of People and Culture Fiona Horan
Tom May General Counsel,Company Secretary
Head of Strategy & Execution Rob Plow

AEF Calendar of Events

Date Event
22 February 2019 Report (Interim)
21 September 2018 Report (Annual)
30 August 2018 Report (Prelim)

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