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. Read AEF total liabilities for a breakdown of total debt and financial obligations.

Liquid Assets

AU$58.84 Million

≈ $41.63 Million USD Cash + Short-term Investments

Total Assets

AU$69.73 Million

≈ $49.34 Million USD 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. See AEF net asset value for net asset value and shareholders' equity analysis.

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$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
Sundaram Finance Holdings Limited NSE:SUNDARMHLD	Asset Management	0.03%
Cymbria Corporation TO:CYB	Asset Management	4.18%
Blue Star Capital plc LSE:BLU	Asset Management	16.18%
GIMV NV BR:GIMB	Asset Management	8.42%
FS KKR Capital Corp NYSE:FSK	Asset Management	0.13%
Oakley Capital Investments Limited LSE:OCI	Asset Management	4.74%
PM Capital Global Opportunities Fund Ltd AU:PGF	Asset Management	97.40%
Mirrabooka Investments Ltd AU:MIR	Asset Management	1.36%

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	--

pp = percentage points

About Australian Ethical Investment Ltd

AU:AEF Australia Asset Management

Market Cap

$314.92 Million

AU$445.08 Million AUD

Market Cap Rank

#14753 Global

#395 in Australia

Share Price

AU$3.91

Change (1 day)

-2.98%

52-Week Range

AU$3.91 - AU$8.24

All Time High

AU$14.03