Australian Ethical Investment Ltd - Asset Resilience Ratio
Australian Ethical Investment Ltd (AEF) has an Asset Resilience Ratio of 92.88% as of December 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. Check AEF strategic assets to equity ratio to assess the company's strategic physical and investment asset allocation.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2003–2025)
This chart shows how Australian Ethical Investment Ltd's Asset Resilience Ratio has changed over time. See AEF equity financing ratio to measure how much of total assets are equity-financed.
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. For market capitalisation and broader financial context, see Australian Ethical Investment Ltd market capitalisation.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$39.92 Million | 57.11% |
| Short-term Investments | AU$25.00 Million | 35.76% |
| Total Liquid Assets | AU$64.92 Million | 92.88% |
Asset Resilience Insights
- Very High Liquidity: Australian Ethical Investment Ltd maintains exceptional liquid asset reserves at 92.88% 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 |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT |
Asset Management | 0.14% |
|
Northern Trust Corporation
NASDAQ:NTRS |
Asset Management | 6.11% |
|
Principal Financial Group Inc
NASDAQ:PFG |
Asset Management | 8.30% |
|
Industrivarden AB ser. C
ST:INDU-C |
Asset Management | 0.16% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Anxin Trust Co Ltd
SHG:600816 |
Asset Management | 36.21% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
Sprott Inc.
TO:SII |
Asset Management | 1.84% |
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 ≈ $41.55 Million |
AU$69.73 Million ≈ $49.34 Million |
+64.69pp |
| 2024-06-30 | 19.52% | AU$10.00 Million ≈ $7.08 Million |
AU$51.23 Million ≈ $36.25 Million |
+7.68pp |
| 2023-06-30 | 11.84% | AU$5.60 Million ≈ $3.96 Million |
AU$47.30 Million ≈ $33.47 Million |
-66.24pp |
| 2022-06-30 | 78.08% | AU$32.74 Million ≈ $23.17 Million |
AU$41.94 Million ≈ $29.68 Million |
+9.64pp |
| 2019-06-30 | 68.43% | AU$18.70 Million ≈ $13.23 Million |
AU$27.32 Million ≈ $19.33 Million |
-2.74pp |
| 2018-06-30 | 71.17% | AU$16.48 Million ≈ $11.66 Million |
AU$23.16 Million ≈ $16.39 Million |
+5.88pp |
| 2017-06-30 | 65.30% | AU$12.59 Million ≈ $8.91 Million |
AU$19.28 Million ≈ $13.64 Million |
-- |
| 2016-06-30 | 0.00% | AU$0.00 ≈ $0.00 |
AU$17.92 Million ≈ $12.68 Million |
-- |
| 2014-06-30 | 0.08% | AU$12.00K ≈ $8.49K |
AU$14.24 Million ≈ $10.08 Million |
-0.96pp |
| 2013-06-30 | 1.04% | AU$107.15K ≈ $75.82K |
AU$10.28 Million ≈ $7.27 Million |
-3.01pp |
| 2012-06-30 | 4.06% | AU$350.41K ≈ $247.94K |
AU$8.64 Million ≈ $6.11 Million |
-0.34pp |
| 2011-06-30 | 4.40% | AU$496.42K ≈ $351.25K |
AU$11.28 Million ≈ $7.98 Million |
-4.60pp |
| 2010-06-30 | 9.00% | AU$998.44K ≈ $706.46K |
AU$11.10 Million ≈ $7.85 Million |
-6.15pp |
| 2009-06-30 | 15.14% | AU$1.67 Million ≈ $1.18 Million |
AU$11.05 Million ≈ $7.82 Million |
-0.54pp |
| 2008-06-30 | 15.68% | AU$1.75 Million ≈ $1.24 Million |
AU$11.15 Million ≈ $7.89 Million |
-2.53pp |
| 2007-06-30 | 18.21% | AU$1.83 Million ≈ $1.30 Million |
AU$10.05 Million ≈ $7.11 Million |
-12.21pp |
| 2006-06-30 | 30.42% | AU$2.52 Million ≈ $1.78 Million |
AU$8.28 Million ≈ $5.86 Million |
-16.06pp |
| 2005-06-30 | 46.48% | AU$3.04 Million ≈ $2.15 Million |
AU$6.53 Million ≈ $4.62 Million |
-4.95pp |
| 2004-06-30 | 51.43% | AU$2.88 Million ≈ $2.03 Million |
AU$5.59 Million ≈ $3.96 Million |
-6.75pp |
| 2003-06-30 | 58.17% | AU$3.00 Million ≈ $2.12 Million |
AU$5.16 Million ≈ $3.65 Million |
-- |
About Australian Ethical Investment Ltd
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