AEF.ASX: AEF Quarterly FUM Announcement - Q4 FY26

AEF Quarterly FUM Announcement - Q4 FY26

Stock	Australian Ethical Investment Ltd (AEF.ASX)
Release Time	16 Jul 2026, 8:23 a.m.
Price Sensitive	Yes

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AEF Reaches New FUM High of $14.5B in Q4 FY26

Key Points

New record FUM of $14.5B at 30 June 2026
Positive net flows in superannuation and CEFC
Strong demand for Growth Opportunities Fund
Positive returns across most portfolios
Resilience in business model during market stress

Full Summary

Australian Ethical Investment Ltd reported a new record high in funds under management (FUM) of $14.5 billion at the end of June 2026, marking a significant milestone for the company. The achievement was primarily driven by continued positive net flows in superannuation and strategic investments from the Clean Energy Finance Corporation (CEFC). The company also experienced increased demand for its Growth Opportunities Fund, launched in March 2026. Despite challenging economic and market conditions, Australian Ethical managed to achieve positive returns across most portfolios, highlighting the resilience of its business model.

Outlook

Australian Ethical anticipates continued growth in superannuation and institutional channels, with further traction expected in middle market and emerging sectors.