Australian Ethical Investment Ltd Reports Q3 FUM
Key points
- Retail & Wholesale FUM increased by $0.01bn
- Superannuation FUM increased by $0.12bn
- Institutional Investments FUM decreased by $0.11bn due to capital management fund movements
Full summary
Australian Ethical Investment Ltd has released its quarterly funds under management (FUM) update for the period ending September 2025. Total FUM increased to $14.28bn, up from $13.94bn in the previous quarter. The key drivers of the FUM movement were:- Retail & Wholesale FUM increased by $0.01bn to $4.38bn- Superannuation FUM increased by $0.12bn to $9.90bn- Institutional Investments FUM decreased by $0.11bn to $0.04bn, primarily due to capital management fund movements by one of Australian Ethical's institutional clients. These capital management fund movements are typically subject to variability and cyclical trends, and have a small revenue impact given the low margin on these funds.The company noted that previously, these capital management fund movements were reported within net flows, but are now reported separately for clearer and more transparent reporting of FUM drivers.
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