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Australian Ethical Investment (AEF) investor relations material
Australian Ethical Investment Q4 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record funds under management (FUM) of $14.5 billion at 30 June 2026, driven by strong net flows in superannuation and strategic partnerships.
Positive net flows in superannuation and new product launches contributed to growth despite challenging economic and market conditions.
Diversification of asset classes and investment team expansion supported positive returns across most portfolios.
Financial highlights
FUM increased from $13.94 billion at June 2025 to $14.5 billion at June 2026.
Full-year positive retail and wholesale net flows of $491 million and institutional net flows of $173 million, partially offset by an inorganic outflow from the Australian Unity Bank mandate.
Q4 superannuation net flows reached $196 million, supported by end-of-year contributions and rollovers.
Retail and wholesale investment net flows were negative $26 million for Q4, with institutional inflows offsetting some outflows.
Outlook and guidance
Continued demand for ethical investment products and new fund launches expected to support future growth.
Business model resilience and diversification position the company for growth even during market stress.
- Record profits, higher dividends, and strong ethical focus highlighted the AGM outcomes.AEF
AGM 20248 Jul 2026 - Record profit, revenue, and FUM growth, with Altius acquisition to drive further expansion.AEF
H2 202428 May 2026 - FUM up 37%, NPAT up 50%, and Altius acquisition drives growth and efficiency.AEF
H1 202528 May 2026 - Record FUM and profit growth, with platform upgrades and cost efficiencies driving strong results.AEF
H2 202528 May 2026 - Profit up 25%, FUM at $14.08B, cost efficiency improved, and dividend up 60%.AEF
H1 202628 May 2026 - Record growth, strategic expansion, and ESG leadership defined the year, with all resolutions passed.AEF
AGM 202511 Nov 2025
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