` AEF (Australian Ethical Investment Ltd) vs S&P/ASX 300 Comparison - Alpha Spread

AEF
vs
S
S&P/ASX 300

Over the past 12 months, AEF has underperformed S&P/ASX 300, delivering a return of -40% compared to S&P/ASX 300's +2% growth.

Stocks Performance
AEF vs S&P/ASX 300

Loading...
AEF
S&P/ASX 300
Add Stock
www.alphaspread.com
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Performance Gap
AEF vs S&P/ASX 300

Performance Gap Between AEF and AXKO
LOCKED
Unlock

Performance By Year
AEF vs S&P/ASX 300

Loading...
AEF
S&P/ASX 300
Add Stock
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Competitors Performance
Australian Ethical Investment Ltd vs Peers

S&P/ASX 300
AEF
HLZ
ARVEN
WEX
GSBD
Add Stock
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Australian Ethical Investment Ltd
Glance View

Australian Ethical Investment Ltd is an Australian funds manager that invests money for individuals and institutions using a strict ethical screen. It runs managed investment funds and a superannuation business, and it also offers cash and portfolio products through those channels. Its core job is to take client money, place it in shares, bonds, and other assets that fit its ethics rules, and manage those portfolios over time. The company makes money mainly from fees it charges on the money it manages, along with administration and related product fees. Its main customers are retail investors, superannuation members, financial advisers, and some larger organisations that want their savings handled according to ethical standards. Rather than competing as a general market asset manager, it sells a clearly defined promise: investments screened against environmental, social, and governance criteria and avoided industries such as fossil fuels, tobacco, weapons, and gambling. That makes Australian Ethical different from many traditional fund managers. Its brand and product set are built around responsible investing, so its role is to give investors a way to align their money with their values without giving up professional portfolio management. In simple terms, it earns fees by managing ethically screened investment products for people and organisations that want both returns and stricter investing rules.

AEF Intrinsic Value
LOCKED
Unlock
Back to Top
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett