Australian Ethical Investment Ltd

AU:AEF Australia Asset Management
Market Cap
$317.87 Million
AU$513.37 Million AUD
Market Cap Rank
#14022 Global
#182 in Australia
Share Price
AU$4.51
Change (1 day)
-2.17%
52-Week Range
AU$4.28 - AU$8.24
All Time High
AU$14.03
Categories
Companies in Australia Asset Management Banking & Financial
About

Australian Ethical Investment Ltd is a publicly owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in education, energy, electricity transmission & distribution, government, health & wellbeing, food production, telecommunications, transp… Read more

Australian Ethical Investment Ltd - Asset Resilience Ratio

Latest as of June 2025: 84.38%

Australian Ethical Investment Ltd (AEF) has an Asset Resilience Ratio of 84.38% as of June 2025. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.

Liquid Assets
AU$58.84 Million
Cash + Short-term Investments
Total Assets
AU$69.73 Million
All company assets
Resilience Assessment
Very High
Financial Resilience Level

Asset Resilience Ratio Trend (2003–2025)

This chart shows how Australian Ethical Investment Ltd's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.

Liquid Assets Composition Over Time

This chart breaks down Australian Ethical Investment Ltd's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents AU$38.84 Million 55.7%
Short-term Investments AU$20.00 Million 28.68%
Total Liquid Assets AU$58.84 Million 84.38%

Asset Resilience Insights

  • Very High Liquidity: Australian Ethical Investment Ltd maintains exceptional liquid asset reserves at 84.38% of total assets.
  • This level provides strong protection against economic uncertainties but may indicate potential for more aggressive growth investments.
  • The company primarily holds liquidity in cash and equivalents rather than short-term investments.

Australian Ethical Investment Ltd Industry Peers by Asset Resilience Ratio

Compare Australian Ethical Investment Ltd's asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
Bexil Cp
PINK:BXLC 		Asset Management 79.25%
Norte Grande
SN:NORTEGRAN 		Asset Management 0.00%
BlackRock Capital Allocation Trust
NYSE:BCAT 		Asset Management 0.01%
Big Tech 50 R&D-Limited Partnership
TA:BIGT 		Asset Management 6.93%
Zhuhai Huajin Capital Co Ltd
SHE:000532 		Asset Management 5.10%
Shaanxi International Trust Co Ltd
SHE:000563 		Asset Management 10.77%
Sichuan Shuangma Cement Co Ltd
SHE:000935 		Asset Management 0.22%
Sk Securities
KO:001510 		Asset Management 0.48%

Annual Asset Resilience Ratio for Australian Ethical Investment Ltd (2003–2025)

The table below shows the annual Asset Resilience Ratio data for Australian Ethical Investment Ltd.

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2025-06-30 84.21% AU$58.72 Million AU$69.73 Million +64.69pp
2024-06-30 19.52% AU$10.00 Million AU$51.23 Million +7.68pp
2023-06-30 11.84% AU$5.60 Million AU$47.30 Million -66.24pp
2022-06-30 78.08% AU$32.74 Million AU$41.94 Million +9.64pp
2019-06-30 68.43% AU$18.70 Million AU$27.32 Million -2.74pp
2018-06-30 71.17% AU$16.48 Million AU$23.16 Million +5.88pp
2017-06-30 65.30% AU$12.59 Million AU$19.28 Million --
2016-06-30 0.00% AU$0.00 AU$17.92 Million --
2014-06-30 0.08% AU$12.00K AU$14.24 Million -0.96pp
2013-06-30 1.04% AU$107.15K AU$10.28 Million -3.01pp
2012-06-30 4.06% AU$350.41K AU$8.64 Million -0.34pp
2011-06-30 4.40% AU$496.42K AU$11.28 Million -4.60pp
2010-06-30 9.00% AU$998.44K AU$11.10 Million -6.15pp
2009-06-30 15.14% AU$1.67 Million AU$11.05 Million -0.54pp
2008-06-30 15.68% AU$1.75 Million AU$11.15 Million -2.53pp
2007-06-30 18.21% AU$1.83 Million AU$10.05 Million -12.21pp
2006-06-30 30.42% AU$2.52 Million AU$8.28 Million -16.06pp
2005-06-30 46.48% AU$3.04 Million AU$6.53 Million -4.95pp
2004-06-30 51.43% AU$2.88 Million AU$5.59 Million -6.75pp
2003-06-30 58.17% AU$3.00 Million AU$5.16 Million --
pp = percentage points