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Australian Ethical Holds FUM at $14bn as Super Growth and Platform Efficiencies Offset Mandate Loss

Story Highlights
  • Australian Ethical’s FUM edged down to $14.08bn as super inflows offset weak markets and a redeemed mandate.
  • Cost efficiencies, platform upgrades and ESG awards bolster Australian Ethical’s growth outlook and positioning.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Australian Ethical Holds FUM at $14bn as Super Growth and Platform Efficiencies Offset Mandate Loss

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An update from Australian Ethical Investment Ltd ( (AU:AEF) ) is now available.

Australian Ethical Investment reported funds under management of $14.08 billion as at 31 December 2025, a 1% decline over the quarter as positive retail and wholesale inflows, particularly in superannuation, were offset by negative investment performance and the redemption of a low‑margin $0.25 billion institutional banking mandate following Australian Unity Bank’s sale to Bank Australia. The company highlighted stronger superannuation member growth driven by enhanced digital marketing and the completed transition of its retail super fund administration to GROW, which is already delivering cost efficiencies, alongside ongoing implementation of the Charles River investment platform to build an institutional‑grade, scalable operating base. Management expects that lost mandate revenue will be neutralised by platform simplification and cost savings, is building a pipeline in middle‑market channels, has filled key executive roles including a new COO and CRO, and continues to strengthen its positioning in ethical investing, underlined by recent ESG super and pension product awards.

The most recent analyst rating on (AU:AEF) stock is a Hold with a A$6.00 price target. To see the full list of analyst forecasts on Australian Ethical Investment Ltd stock, see the AU:AEF Stock Forecast page.

More about Australian Ethical Investment Ltd

Australian Ethical Investment Ltd is an Australian fund manager and superannuation provider focused on ethical and sustainable investing. The company offers superannuation, managed funds, ETFs and mandates aligned to environmental, social and governance (ESG) criteria, targeting retail, wholesale, middle-market and institutional investors seeking values-based investment solutions.

Average Trading Volume: 142,338

Technical Sentiment Signal: Hold

Current Market Cap: A$597.6M

For detailed information about AEF stock, go to TipRanks’ Stock Analysis page.

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