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Australian Ethical Reports Resilient Performance Amid Market Volatility

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Australian Ethical Reports Resilient Performance Amid Market Volatility

Australian Ethical Investment Ltd ( (AU:AEF) ) has shared an announcement.

Australian Ethical Investment Ltd reported a 1% decline in Funds Under Management (FUM) to $13.10 billion for the third quarter of FY25, amid market volatility. Despite this, the company maintained positive net flows in its superannuation business and values-aligned channels, with retail and wholesale flows totaling $0.11 billion. The transition of superannuation administration to GROW has been completed, leading to moderated outflows and growth in super member numbers. Institutional net outflows were reported at $0.06 billion, primarily due to fixed income funds and mandates, but the impact on revenue was minimal. The company’s diversified asset base helped mitigate the effects of significant market volatility, with a negative investment performance of 1.6% compared to a 4% loss in the ASX300.

More about Australian Ethical Investment Ltd

Australian Ethical Investment Ltd is a leading ethical investment manager in Australia, providing investment management products that align with investors’ values since 1986. The company manages over $13 billion in funds across investments and superannuation, guided by the Australian Ethical Charter, which shapes its ethical approach and vision.

YTD Price Performance: -9.68%

Average Trading Volume: 10

Technical Sentiment Signal: Buy

Current Market Cap: €327.3M

See more data about AEF stock on TipRanks’ Stock Analysis page.

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