AEF Quarterly FUM Update 30 June 2025
| Stock | Australian Ethical Investment Ltd (AEF.ASX) |
|---|---|
| Release Time | 17 Jul 2025, 8:27 a.m. |
| Price Sensitive | Yes |
Australian Ethical delivers 34% full year FUM growth
- Strong quarterly net flows and investment performance in Q4 FY25
- Record super net flows of $209m in Q4
- Acquisition of Altius Asset Management contributed $1.93bn of inorganic FUM
Australian Ethical Investment Ltd has reported strong quarterly net flows and investment performance in the fourth quarter (Q4) of FY25, contributing to full year FUM growth of 34%. The company's CEO, John McMurdo, stated that the strong fourth quarter result and full year FUM growth of 34% reflect the ongoing disciplined execution of the company's strategy as well as the resilience of its ethical investment approach. The continued demand for Australian Ethical's investment products has delivered record super net flows of $209m in the quarter, with the resumption of superannuation marketing campaigns and enhancements to the join process contributing to the increase. The company also recorded positive Q4 institutional net flows of $61m from its fixed income funds and mandates following the acquisition of Altius Asset Management early in FY25. The acquisition of Altius contributed $1.93bn of inorganic FUM as well as strong fixed income capability, and the Altius business has been well integrated into the Australian Ethical business. Strong investment performance, with the team's disciplined processes leading to the trimming of overvalued holdings and investment in higher quality opportunities, also contributed $591m to Q4 FUM.