Australian Ethical Investment
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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.
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Q4 2026 TU earnings summary16 Jul, 2026

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.

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H2 202627 Aug, 2026
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