Australian Ethical Investment Ltd Reports Significant Redemptions in May 2025

On June 5, 2025, Australian Ethical Investment Limited, a Sydney-based fund management company specializing in ethical investments, released its monthly redemption reports for May 2025. The reports, sourced from hotcopper.com.au, detail the redemptions across several of its funds, highlighting a notable level of activity within its portfolio.

Key Fund Redemptions:

  1. Australian Ethical International Shares Fund (AET03):

    • Units Redeemed: 996,713.0537
    • Value: $2,104,844.16
  2. Australian Ethical Income Fund (AET06):

    • Units Redeemed: 102,185.6019
    • Value: $102,542.60
  3. Australian Ethical Fixed Interest Fund (AET02):

    • Units Redeemed: 624,000.3010
    • Value: $654,108.18
  4. Australian Ethical Emerging Companies Fund (AET07):

    • Units Redeemed: 3,094,191.3212
    • Value: $5,680,439.75
  5. Australian Ethical Balanced Fund (AET08):

    • Units Redeemed: 1,339,863.2092
    • Value: $2,977,808.10
  6. Australian Ethical Australian Shares Fund (AET04):

    • Units Redeemed: 3,357,129.7132
    • Value: $9,904,872.72

Overview:

The reports indicate a significant level of redemptions across multiple funds, with the Australian Ethical Australian Shares Fund (AET04) experiencing the highest value of redemptions at $9,904,872.72. The Emerging Companies Fund (AET07) also saw substantial activity, with redemptions valued at $5,680,439.75.

Company Background:

Australian Ethical Investment Limited is listed on the ASX All Markets and focuses on managing a portfolio of ethical investments. These investments support initiatives in recycling, renewable energy, complementary healthcare, education, and biodiversity. The company’s market capitalization stands at 683.92 million AUD, with a close price of 6.1 AUD as of June 2, 2025. The price-to-earnings ratio is reported at 46.1.

Disclaimer:

The redemption reports are intended solely for informational purposes and do not contain investment recommendations or advice. The disclosed redemptions include all redemptions from the respective funds during May 2025, not limited to those settled via mFunds.

For more information on Australian Ethical Investment Limited and its offerings, visit their website at www.australianethical.com.au .