AEF
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Australian Ethical Investment Limited

πŸ‡¦πŸ‡Ί ASX

πŸ’Έ FINANCIALS

πŸ•ŠοΈ SOCIALLY AWARE

🌳 ENVIRONMENTAL

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πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸƒ Esg

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

+ 6.25%
Annual Growth

5 years average annual growth

πŸ’°

2.25%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

136
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

Australian Ethical Investment Ltd. engages in the provision of investment management services. The company is headquartered in Sydney, New South Wales. The company went IPO on 2002-12-17. The company is focused on future-building sectors, including renewable energy, information technology, healthcare, and education, and restrict+ investment in areas like fossil fuel companies, gambling and tobacco. The company creates well-diversified portfolios of ethical investments that can deliver long-term, risk-adjusted returns. All its superannuation, managed fund, pension and exchange traded fund products are ethically screened, and investment focused. Its managed funds use professional investment management alongside ethical considerations. The company offers a diverse range of super investment options depending on investment objective, timeframe and risk profile. Its Ethical Criteria apply to all portfolios it manages, including its pension options.

πŸ“ View Factsheet

πŸ“ˆ Performance

Price History

+1140.33%

1M

1Y

10Y

Graph

Table

Unsure how much or often to invest?
πŸ—“οΈ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out β†’
πŸ’΅ Investing amount calculator

Determine the recurring investment needed to reach your goals

Try it out β†’
⏱️ Investing duration calculator

Determine how long you will need to invest to reach your goals

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πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

2.25%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$22.50

πŸ’° Most Recent Dividend Franked Percentage Estimate

100.00%

πŸ’° Average Dividend Franked Percentage Estimate

100.00 %

πŸ’° Dividend reinvestment

Learn more

* Based on the most recent dividend

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

Estimate your dividend

If you held

$

of AEF, your last dividend payment(s) would have been:

$ 209.06

on Wed Sep 18 2024

$ 83.87

on Wed Mar 20 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.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2025

$0.00

0.00%

2024

$0.09

100.00%

2023

$0.07

100.00%

2022

$0.06

100.00%

2021

$0.11

50.00%

2020

$0.07

50.00%

2019

$0.05

100.00%

2018

$4.00

100.00%

2017

$2.60

100.00%

2016

$3.00

100.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

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

πŸƒ Environmental, Social and Governance scores ℹ️

🌳

Environmental Score
99

A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution

πŸ•ŠοΈ

Social Score
92

An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.

βš–οΈ

Governance Score
71

An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$5.29

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in AEF

136

πŸ“Š Total Capital Earnings

$18K

πŸ”ƒ Average investment frequency

43 weeks

πŸ’΅ Average investment amount

$2,696

⏰ Last time a customer invested in AEF

1 day
AEF investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

100k - 150k

16%

50k - 100k

42%

Less than 50k

35%
πŸ‘Ά Age of investors

18 - 25

8%

26 - 34

46%

35 - 90

46%
πŸ™‹ Legal gender of investors

Female

65%

Male

35%

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