Stock AEF AUSTRALIAN ETHICAL INVESTMENT LIMITED
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Company Australian Ethical Investment Limited

Equities

AEF

AU000000AEF4

Investment Management & Fund Operators

Market Closed - Australian S.E.
Other stock markets
 02:11:00 2024-06-07 am EDT 		5-day change 1st Jan Change
4.38 AUD -3.52% Intraday chart for Australian Ethical Investment Limited -4.16% -19.04%
May. 23 Australian Ethical Agrees to Acquire Altius Asset Management from Australian Unity MT
May. 23 Australian Ethical Investment Limited agreed to acquire Altius Asset Management Pty Ltd from Australian Unity Limited for AUD 5.50 million. CI

Business Summary

Australian Ethical Investment Limited is an Australia-based company, which act as the responsible entity for a range of public offers ethically managed investment schemes and acts as the Trustee of the Australian Ethical Retail Superannuation Fund. It 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. It 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. It 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.

Number of employees: 126

Sales per Business

AUD in Million2022Weight2023Weight Delta
Funds Management
100.0 %
71 100.0 % 81 100.0 % +14.57%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
100.0 %
71 100.0 % 81 100.0 % +14.57%

Managers

Managers TitleAgeSince
John McMurdo CEO
 Chief Executive Officer - 20-02-09
Mark Simons DFI
 Director of Finance/CFO - -
Stephen Gibbs CHM
 Chairman - 12-07-24
Conrad Tsang CTO
 Chief Tech/Sci/R&D Officer - -
Ludovic Theau CIO
 Chief Investment Officer - 23-04-02
Mellanie Lumby LAW
 General Counsel - -
Eveline Moos HRO
 Human Resources Officer - 22-05-17
Stuart Palmer PRN
 Corporate Officer/Principal - 14-03-31
Marion Enander PRN
 Corporate Officer/Principal - 20-07-12
Karen Hughes SEC
 Corporate Secretary - 17-04-30

Members of the board

Members of the board TitleAgeSince
Stephen Gibbs CHM
 Chairman - 12-07-24
Sandra McCullagh BRD
 Director/Board Member - -
Michael Monaghan BRD
 Director/Board Member - 17-09-21
John McMurdo CEO
 Chief Executive Officer - 20-02-09
Mara Bun BRD
 Director/Board Member - 12-12-31
Kate Greenhill BRD
 Director/Board Member - 12-12-31
Julie Orr BRD
 Director/Board Member - 18-02-19

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 112,782,052 86,248,173 ( 76.47 %) 0 76.47 %

Shareholders

NameEquities%Valuation
James Thier
4.493 %
5,066,920 4.493 % 15 M $
Couteur Caroline Le
3.684 %
4,154,855 3.684 % 13 M $
Judith Marie Boag
2.039 %
2,300,000 2.039 % 7 M $
Travor Roland Lee
1.906 %
2,150,000 1.906 % 7 M $
Bruce Allan Mcgregor
1.786 %
2,014,827 1.786 % 6 M $
P B Y Tse
1.684 %
1,899,650 1.684 % 6 M $
Howard Pender
1.583 %
1,785,249 1.583 % 5 M $
Daisy Their
1.356 %
1,529,700 1.356 % 5 M $
Hb Sarjeant & Associates Pty Ltd.
1.336 %
1,507,000 1.336 % 5 M $
DFA Australia Ltd.
0.9681 %
1,091,871 0.9681 % 3 M $

Holdings

NameEquities%Valuation
NATIONAL AUSTRALIA BANK LIMITED
0.12%
 3,870,904 0.12% 84,958,717 $

Company contact information

Australian Ethical Investment Ltd.

130 Pitt Street Level 8

2000, Sydney

+61 2 7229 0499

http://www.australianethical.com.au
address Australian Ethical Investment Limited(AEF)

Group companies

NameCategory and Sector
Australian Ethical Balanced Fund
Investment Trusts/Mutual Funds
Australian Ethical International Shares Fund
Investment Trusts/Mutual Funds
Australian Ethical Superannuation Pty Ltd.
Logo Australian Ethical Superannuation Pty Ltd.

Australian Ethical Superannuation Pty Ltd.

Investment ManagersFinance

Part of Australian Ethical Investment Ltd., Australian Ethical Superannuation Pty Ltd. is a company that provides pension fund management services. The company is based in Wollongong, Australia. The CEO of the company is John McMurdo.

Investment Managers
Australian Ethical Global Credit Fund
Investment Trusts/Mutual Funds
The Trustee for AUSTRALIAN ETHICAL RETAIL SUPERANNUATION FUND
Investment Managers

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Management & Fund Operators
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