Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

FY20 report: Australian Ethical (ASX:AEF) share price on watch

The Australian Ethical Investment Limited (ASX:AEF) share price will be on watch this morning after the fund manager released its FY20 report.

The Australian Ethical Investment Limited (ASX: AEF) share price will be on watch this morning after the fund manager released its FY20 report.

FY20 result

Australian Ethical reported that its revenue rose by 22% to $49.9 million. This was helped by total funds under management increasing by 19% to $4.05 billion. Net inflows doubled for the year to $660 million and customer numbers increased by 20%.

That revenue growth was achieved despite two separate fee reductions as the benefits of scale were passed onto customers.

The ethical fund manager generated a performance fee of $3.6 million from its Emerging Companies fund, up 350% from the FY19 performance fee of $0.8 million.

Management boasted that its super fund had a net promoter score (NPS) of +63 and its managed funds had a NPS of +58. This is among the best in the industry.

Underlying profit after tax (UPAT) went up by 42% to $9.3 million and statutory profit grew by 46% to $9.5 million.

Excluding the performance fee, revenue and UPAT both rose by 15% after 16% growth of expenses to $37 million.

Dividend

The board declared a final dividend of 2.5 cents, plus a 1 cent per share special dividend for its performance fee. That brings the total dividend to 6 cents per share, up 20%.

Summary

Management said that it’s highly leveraged to the market’s performance. So this period of uncertainty make things more difficult.

But the company boasted of being in a strong position heading into FY21 with no debt, strong cashflow and positive net inflow.

Australian Ethical’s share price has fallen significantly since the COVID-19 pandemic hit, so whilst its price/earnings ratio remains elevated, I think this is a good share price for Australian Ethical for a long term buy along with a quality portfolio of other ASX growth shares.

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report for FREE by CLICKING HERE NOW and creating a 100% FREE Rask Account.

(Psst. By creating a free Rask account, you’ll also get access to 15+ online courses, 1,000+ podcasts, invites to events, a weekly value investing newsletter and more!)

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.
Skip to content