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 and is based in Sydney, Australia.
Price analytics
Returns
1 day
3.2%
1 week
2.9%
1 month
0.0%
3 months
-5.4%
6 months
-16.0%
1 year
-42.0%
3 years
8.2%
Risk
Volatility (1y ann.)
44.0%
Beta vs ASX 200
1.39
Sharpe (1y)
-1.11
VaR 95% (1-day)
-4.6%
Max drawdown (1y)
-48.5%
Off 1-year high
-44.0%
Technicals
RSI(14)
60
vs 50DMA
-3.3%
vs 200DMA
-6.1%
Trend
Death cross
Fundamental trends
Financial statements
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Scoring breakdown
(2 Oct 2026)
Value59.8
Trailing P/E
68
Forward P/E
78
PEG ratio
—
EV / EBITDA
65
Price / Book
0
Price / Sales
68
Growth98.4
Revenue growth (1y)
96
Revenue CAGR (3y)
—
EPS growth (1y)
100
EPS CAGR (3y)
100
Financial Health96.7
Net debt / EBITDA
—
Interest coverage (EBIT/interest)
—
Current ratio
92
Debt / Equity
100
Quality (Profitability & Cash Flow)100.0
Return on equity
100
Return on assets
100
Operating margin
100
Net margin
100
Cash conversion (OCF / net income)
—
Dividend / Income64.7
Dividend yield (%)
74
Payout ratio
56
FCF dividend cover
—
Momentum22.2
6-month return vs ASX 200
16
Price vs 200-day average
30
Price vs 50-day average
33
Position in 52-week range
10
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