Morphic Ethical Equities Fund Limited

Morphic Ethical Equities Fund Limitedverified

MEC.AX

Price:

$1.165

Market Cap:

$36.96M

Morphic Ethical Equities Fund Limited is an equity mutual fund launched and managed by Morphic Asset Management Pty Limited. The fund invests in public equity markets across the globe. It also invests in derivatives. The fund invests in stocks of companies across diversified market capitalizations. It invests in value, growth, and momentum stocks of companies. The fund employs long and short strategy to make its investments. It employs fundamental analysis with bottom-up and top-down approach to make its investments. The fund benchmarks the performance of its portfolio against the MSCI All Countries Total Return Daily Index. It employs ethical screening to make its investments. The fund does...[Read more]

Industry

Asset Management

IPO Date

2022-11-09

Stock Exchange

ASX

Ticker

MEC.AX

The ROE as of December 2025 (TTM) for Morphic Ethical Equities Fund Limited (MEC.AX) is 13.06%

According to Morphic Ethical Equities Fund Limited’s latest financial reports and current stock price. The company's current ROE is 13.06%. This represents a change of 347.30% compared to the average of 2.92% of the last 4 quarters.

Morphic Ethical Equities Fund Limited (MEC.AX) Historical ROE (quarterly & annually)

How has MEC.AX ROE performed in the past?

The mean historical ROE of Morphic Ethical Equities Fund Limited over the last ten years is 3.39%. The current 13.06% ROE has changed 285.91% with respect to the historical average. Over the past ten years (40 quarters), MEC.AX's ROE was at its highest in in the June 2023 quarter at 12.08%. The ROE was at its lowest in in the December 2023 quarter at -3.74%.

Quarterly (TTM)
Annual

Average

3.39%

Median

8.02%

Minimum

-25.60%

Maximum

19.05%

Morphic Ethical Equities Fund Limited (MEC.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Morphic Ethical Equities Fund Limited 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 = 378.74%

Maximum Annual ROE = 19.05%

Minimum Annual Increase = -670.58%

Minimum Annual ROE = -25.60%

Quarterly (TTM)
Annual
YearROEChange
202513.12%-670.58%
2024-2.30%-119.05%
202312.07%-147.13%
2022-25.60%-234.39%
202119.05%378.74%

Morphic Ethical Equities Fund Limited (MEC.AX) Average ROE

How has MEC.AX ROE performed in the past?

The current ROE of Morphic Ethical Equities Fund Limited (MEC.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

7.63%

5-year avg

3.27%

10-year avg

3.39%

Morphic Ethical Equities Fund Limited (MEC.AX) ROE vs. Peers

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

Morphic Ethical Equities Fund Limited’s ROE is less than Fat Prophets Global Contrarian Fund Ltd (18.84%), greater than CD Private Equity Fund II (0%), less than Global Masters Fund Limited (1.73%), greater than BetaShares Managed Risk Australian Share Fund (managed fund) (0%), less than Alternative Investment Trust (12.86%), less than Cadence Opportunities Fund Limited (4.68%), less than BetaShares Strong Australian Dollar Fund (hedge fund) (0%), greater than BetaShares Managed Risk Global Share Fund (managed fund) (0%), less than CD Private Equity Fund I (2.05%), less than Acorn Capital Investment Fund Limited (6.68%),

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