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.
Summary generated by a large language model. Please interpret with care.