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.

Australian Ethical (ASX:AEF) share price rises on FUM growth

The Australian Ethical Investment Limited (ASX:AEF) share price is up after its quarterly update for the three months to December 2021.

The Australian Ethical Investment Limited (ASX: AEF) share price is up after its quarterly December update.

Australian Ethical is a fund manager that focuses on ethical investments.

FUM update

The fund manager revealed that for the quarter ending 31 December 2021, its FUM grew 6% to $6.94 billion over the three months.

Australian Ethical attributed this FUM growth to continuing strong net flows together with investment performance.

Looking at the breakdown, the managed funds segment saw growth of FUM over the quarter from $1.96 billion to $2.10 billion significantly due to net flows. Institutional FUM was virtually flat at $0.38 billion. Superannuation FUM increased from $4.21 billion to $4.46 billion – $190 million of this was due to net flows with the other $60 million coming from market movements (and ‘other’).

In total, Australian Ethical saw net flows of $0.31 billion during the quarter.

With the conclusion of the second quarter, the fund manager was able to say how it has done in the first six months of FY22.

Total FUM has increased from $6.07 billion to $6.94 billion. That included $600 million of net flows.

Profit expectations

The company said at the start of December that it was expecting HY22 underlying profit after tax to be between $5 million to $5.5 million. This would be an increase of 8% if it achieves growth of the middle of that range.

Investing for growth

Australian Ethical says that it’s going to keep investing in its high growth strategy given the positive momentum it’s experiencing and the scale of the opportunity ahead. Due to that, second half costs are going to grow compared to the first half as it implements its strategic roadmap.

The Australian Ethical CEO John McMurdo said: “This includes building the capability of our investment, sales and customer services teams and enhancing our product development and technology platforms. Further investment in brand and growing our reach in intermediated channels is also planned for the second half.

I think that this ASX share has plenty of earnings growth to come, with exposure to the superannuation tailwind. But I’m not sure if it’s a buy today considering how much growth is priced in. It has done well for long-term shareholders.

$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, Jaz does not have a financial or commercial interest in any of the companies mentioned.
Skip to content