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)
Value100.0
Trailing P/E
100
Forward P/E
—
PEG ratio
—
EV / EBITDA
—
Price / Book
—
Price / Sales
—
Growth37.6
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 / Income92.6
Dividend yield (%)
79
Payout ratio
100
FCF dividend cover
100
Momentum36.2
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
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