AEAE
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Australian Ethical High Conviction Fund

🇦🇺 ASX

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👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 4.65%
Annual Growth

3 years average annual growth

💰

2.25%
Annual distribution yield

Based on the most recent distribution

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

26
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

Australian Ethical High Conviction Fund

📈 Performance

Price History

+12.85%

1M

1Y

All Time

Graph

Table

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🗓️ Investing frequency calculator

Determine the investment frequency needed to reach your goals

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💵 Investing amount calculator

Determine the recurring investment needed to reach your goals

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⏱️ Investing duration calculator

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📙 Top Holdings

Show more

Top holdings information is not yet available for this fund. For more information please visit the fund manager's website.

💰 Distributions

Payouts

💰 Annual Distribution Yield*

2.25%

💰 Annual Distribution Earnings Per $1,000 invested**

$22.47

💰 Most Recent Distribution Franked Percentage Estimate

45.29%

💰 Average Distribution Franked Percentage Estimate

57.18 %

💰 Distribution reinvestment

Learn more

* Based on the most recent distribution

** Calculated by multiplying the most recent distribution yield by $1,000

Estimate your distribution

If you held

$

of AEAE, your last distribution payment(s) would have been:

$ 160.46

on Fri Jul 12 2024

$ 114.15

on Fri Jan 12 2024

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Distribution History

1Y

5Y

10Y

Graph

Table

Year
Yearly Distribution Earnings Per Share
Franking Estimate

2024

$0.22

45.29%

2023

$0.24

61.70%

2022

$0.13

58.74%

2021

$0.00

0.00%

2020

$0.00

0.00%

2019

$0.00

0.00%

2018

$0.00

0.00%

2017

$0.00

0.00%

2016

$0.00

0.00%

2015

$0.00

0.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

N/A
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$10.54

💰 Price To Earnings Ratio

0.00

💰 Price To Book Ratio

0.00

💰 Leveraged

No

💰 Inverse

No

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in AEAE

26

📊 Total Capital Earnings

$9K

🔃 Average investment frequency

48 weeks

💵 Average investment amount

$1,087

Last time a customer invested in AEAE

5 days
AEAE investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

15%

50k - 100k

58%

Less than 50k

21%
👶 Age of investors

18 - 25

26 - 34

54%

35 - 90

46%
🙋 Legal gender of investors

Female

46%

Male

54%

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