SLD 0.42 ▲0.00% MBG 0.21 ▲0.00% FDC 3.93 ▼-0.76% LF1 1.87 ▼-2.12% LGF 2.38 ▲0.86% DN1 98.00 ▼-0.17% WMX 1.58 ▼-2.46% RG8 2.52 ▲0.40% CTS 0.89 ▲2.89% TET 0.42 ▲1.20% MRE 1.68 ▲0.00% BST 0.27 ▲3.85% EFR 0.01 ▲0.00% RIV 1.20 ▼-0.42% KIT 1.80 ▲0.56% EMUCA 0.89 RF1 3.38 ▲0.00% AIX 9.00 ▲0.22% SLD 0.42 ▲0.00% MBG 0.21 ▲0.00% FDC 3.93 ▼-0.76% LF1 1.87 ▼-2.12% LGF 2.38 ▲0.86% DN1 98.00 ▼-0.17% WMX 1.58 ▼-2.46% RG8 2.52 ▲0.40% CTS 0.89 ▲2.89% TET 0.42 ▲1.20% MRE 1.68 ▲0.00% BST 0.27 ▲3.85% EFR 0.01 ▲0.00% RIV 1.20 ▼-0.42% KIT 1.80 ▲0.56% EMUCA 0.89 RF1 3.38 ▲0.00% AIX 9.00 ▲0.22%

MEC Morphic Ethical Equities Fund Limited

Financial Services · Asset Management · website
$1.16
52wk 1.09 – 1.39
Overall
52.8
Value
100.0
Growth
37.6
Health
—
Quality
0.0
Momentum
36.2
Dividend
92.6
Price
About Morphic Ethical Equities Fund Limited

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 not invests in securities of companies involved in environmental destruction, including coal and uranium mining, oil and gas extraction, intensive animal farming and aquaculture, tobacco and alcohol, armaments, gambling, logging of rainforest, and old growth timber. Morphic Ethical Equities Fund Limited was formed on March 14, 2017 and is domiciled in Australia.

Price analytics

Returns

1 day -2.1%
1 week -1.7%
1 month -0.4%
3 months -14.4%
6 months 0.4%
1 year -2.5%
3 years 13.8%

Risk

Volatility (1y ann.) 23.1%
Beta vs ASX 200 0.15
Sharpe (1y) -0.17
VaR 95% (1-day) -2.1%
Max drawdown (1y) -16.9%
Off 1-year high -16.9%

Technicals

RSI(14) 26 OS
vs 50DMA -4.2%
vs 200DMA -5.1%
Trend Death cross
Fundamental trends
Financial statements
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Scoring breakdown (2 Oct 2026)
Value 100.0
Trailing P/E
100
Forward P/E
—
PEG ratio
—
EV / EBITDA
—
Price / Book
—
Price / Sales
—
Growth 37.6
Revenue growth (1y)
100
Revenue CAGR (3y)
5
EPS growth (1y)
—
EPS CAGR (3y)
0
Financial Health —
Net debt / EBITDA
—
Interest coverage (EBIT/interest)
—
Current ratio
—
Debt / Equity
—
Quality (Profitability & Cash Flow) 0.0
Return on equity
—
Return on assets
—
Operating margin
0
Net margin
0
Cash conversion (OCF / net income)
—
Dividend / Income 92.6
Dividend yield (%)
79
Payout ratio
100
FCF dividend cover
100
Momentum 36.2
6-month return vs ASX 200
53
Price vs 200-day average
33
Price vs 50-day average
29
Position in 52-week range
22

Hover a row's info icon for the exact rule. Bounds and weights are configurable in the Django admin (Scoring configuration).

Score history
Key metrics
Market cap
$34.67M
P/E (trailing)
5.02
P/E (forward)
—
EPS (trailing)
0.23
Dividend yield
4.8%
Payout ratio
8.6%
Beta
—
EV / EBITDA
—
Price / Book
—
ROE
—
Operating margin
0.0%
Net margin
0.0%
Total cash
—
Total debt
—
Current ratio
—
Debt / Equity
—
Free cash flow
—
Avg volume
5,438
Latest annual results (FY ending 30 Jun 2026)
  • Revenue$10.67M
  • Gross profit—
  • Operating income—
  • Net income$7.32M
  • Diluted EPS—
  • Free cash flow$5.97M
  • Net debt-$1.92M
Sector peers (Financial Services)
TickerMkt cap P/EScore
CBA $253.20B 23.3 38.2
NAB $117.86B 19.2 55.3
WBC $117.20B 16.9 45.3
ANZ $112.52B 19.0 56.2
MQG $93.62B 25.3 57.4
QBE $35.57B 11.6 80.1
CPU $23.13B 26.0 69.3
SUN $19.45B 19.3 52.7