Australian Ethical Investment Ltd.

Australian Ethical Investment Ltd.verified

AEF.AX

Price:

$5.08

Market Cap:

$576.95M

Australian Ethical Investment Ltd. is a publicly owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in education, energy, electricity transmission & distribution, government, health & wellbeing, food production, telecommunications, transport, recycling and waste management, sustainable products & materials, Information technology, software and professional services, media, property, recreation financial services. The firm employs fundamental analysis to create its portfolios. Australian Ethical Investment Ltd. was founded in 1986 an...[Read more]

Industry

Asset Management

IPO Date

2002-12-15

Stock Exchange

ASX

Ticker

AEF.AX

The ROE as of December 2025 (TTM) for Australian Ethical Investment Ltd. (AEF.AX) is 53.47%

According to Australian Ethical Investment Ltd.’s latest financial reports and current stock price. The company's current ROE is 53.47%. This represents a change of 127.69% compared to the average of 23.48% of the last 4 quarters.

Australian Ethical Investment Ltd. (AEF.AX) Historical ROE (quarterly & annually)

How has AEF.AX ROE performed in the past?

The mean historical ROE of Australian Ethical Investment Ltd. over the last ten years is 35.99%. The current 53.47% ROE has changed 48.58% with respect to the historical average. Over the past ten years (40 quarters), AEF.AX's ROE was at its highest in in the December 2024 quarter at 27.37%. The ROE was at its lowest in in the December 2005 quarter at 0%.

Quarterly (TTM)
Annual

Average

35.99%

Median

38.41%

Minimum

21.02%

Maximum

49.93%

Australian Ethical Investment Ltd. (AEF.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Australian Ethical Investment Ltd. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 57.92%

Maximum Annual ROE = 49.93%

Minimum Annual Increase = -36.26%

Minimum Annual ROE = 21.02%

Quarterly (TTM)
Annual
YearROEChange
202549.93%30.52%
202438.25%55.63%
202324.58%-36.26%
202238.56%-16.14%
202145.98%1.21%
202045.43%16.86%
201938.87%17.13%
201833.19%57.92%
201721.02%-12.64%
201624.06%36.19%

Australian Ethical Investment Ltd. (AEF.AX) Average ROE

How has AEF.AX ROE performed in the past?

The current ROE of Australian Ethical Investment Ltd. (AEF.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

37.59%

5-year avg

39.46%

10-year avg

35.99%

Australian Ethical Investment Ltd. (AEF.AX) ROE vs. Peers

How is AEF.AX’s ROE compared to its peers?

Australian Ethical Investment Ltd.’s ROE is less than Djerriwarrh Investments Limited (4.46%), less than Hearts and Minds Investments Limited (13.50%), less than Mirrabooka Investments Limited (1.27%), less than Regal Partners Limited (4.96%), less than Carlton Investments Limited (4.00%), less than EQT Holdings Limited (8.01%), less than WAM Global Limited (11.44%), less than Cuscal Ltd. (7.80%), less than Diversified United Investment Limited (3.45%), less than Future Generation Global Limited (12.84%),

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Frequently asked questions❓

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How does the current ROE for Australian Ethical Investment Ltd. (AEF.AX) compare to its historical average?