Company Australian Ethical Investment Limited

Equities

AEF

AU000000AEF4

Investment Management & Fund Operators

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Market Closed - Australian S.E. Other stock markets 02:10:50 2024-04-24 am EDT			5-day change	1st Jan Change
4.89 ^AUD	+0.20%		+7.47%	-9.61%

Apr. 18	Australian Ethical Investment Surpasses AU$10 Billion Funds Under Management	MT
Feb. 23	Australian Ethical Posts 547% Rise in Profit, Revenue Increases; Shares Up 7%	MT

Australian Ethical Investment Limited is an Australia-based company, which acts as a company for a range of public offer ethically managed investment schemes and acts as the trustee of the Australian Ethical Retail Superannuation Fund. The Company does not invest in companies whose main business is fossil fuels, or in diversified companies that earn some fossil fuel revenue and aren't creating a positive impact with their other activities. It may invest in a diversified company, which is having a positive impact in other ways, such as producing renewable energy. The Company offers managed funds, super, pension, and exchange traded fund (ETF) products. The Companyâs progressive and ethical funds include high conviction fund, Australian shares fund, emerging companies fund, balanced fund, diversified shares fund, high growth fund, income fund, fixed interest fund and international shares fund. It offers six pension ethical investment options.

Number of employees: 126

AUD in Million	2022	Weight	2023	Weight	Delta
Funds Management 100.0 %	71	100.0 %	81	100.0 %	+14.57%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	71	100.0 %	81	100.0 %	+14.57%

Managers	Title	Age	Since
John McMurdo CEO	Chief Executive Officer	-	20-02-09
Mark Simons DFI	Director of Finance/CFO	-	-
Stephen Gibbs CHM	Chairman	-	12-07-24
Conrad Tsang CTO	Chief Tech/Sci/R&D Officer	-	-
Ludovic Theau CIO	Chief Investment Officer	-	23-04-02
Mellanie Lumby LAW	General Counsel	-	-
Eveline Moos HRO	Human Resources Officer	-	22-05-17
Stuart Palmer PRN	Corporate Officer/Principal	-	14-03-31
Marion Enander PRN	Corporate Officer/Principal	-	20-07-12
Karen Hughes SEC	Corporate Secretary	-	17-04-30

Members of the board	Title	Age	Since
Stephen Gibbs CHM	Chairman	-	12-07-24
Sandra McCullagh BRD	Director/Board Member	-	-
Michael Monaghan BRD	Director/Board Member	-	17-09-21
John McMurdo CEO	Chief Executive Officer	-	20-02-09
Mara Bun BRD	Director/Board Member	-	12-12-31
Kate Greenhill BRD	Director/Board Member	-	12-12-31
Julie Orr BRD	Director/Board Member	-	18-02-19

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	112,782,052	86,248,173 ( 76.47 %)	0	76.47 %

Name	Equities	%	Valuation
James Thier 4.493 %	5,066,920	4.493 %	16 M $
Couteur Caroline Le 3.684 %	4,154,855	3.684 %	13 M $
Judith Marie Boag 2.039 %	2,300,000	2.039 %	7 M $
Travor Roland Lee 1.906 %	2,150,000	1.906 %	7 M $
Bruce Allan Mcgregor 1.786 %	2,014,827	1.786 %	6 M $
P B Y Tse 1.684 %	1,899,650	1.684 %	6 M $
Howard Pender 1.583 %	1,785,249	1.583 %	6 M $
Daisy Their 1.356 %	1,529,700	1.356 %	5 M $
Hb Sarjeant & Associates Pty Ltd. 1.336 %	1,507,000	1.336 %	5 M $
DFA Australia Ltd. 0.9677 %	1,091,437	0.9677 %	4 M $

Name	Equities	%	Valuation
NATIONAL AUSTRALIA BANK LIMITED 0.12%	3,870,904	0.12%	87,479,063 $

Australian Ethical Investment Ltd.

130 Pitt Street Level 8

2000, Sydney

+61 2 7229 0499

http://www.australianethical.com.au

address Australian Ethical Investment Limited(AEF)

Name	Category and Sector
Australian Ethical Balanced Fund	Investment Trusts/Mutual Funds
Australian Ethical International Shares Fund	Investment Trusts/Mutual Funds
Australian Ethical Superannuation Pty Ltd. Australian Ethical Superannuation Pty Ltd. Investment ManagersFinance Part of Australian Ethical Investment Ltd., Australian Ethical Superannuation Pty Ltd. is a company that provides pension fund management services. The private company is based in Wollongong, Australia. The CEO of the company is John McMurdo.	Investment Managers
Australian Ethical Global Credit Fund	Investment Trusts/Mutual Funds
The Trustee for AUSTRALIAN ETHICAL RETAIL SUPERANNUATION FUND	Investment Managers

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	1st Jan change	Capi.
AUSTRALIAN ETHICAL INVESTMENT LIMITED	-9.61%	357M
BLACKROCK, INC.	-5.76%	114B
UBS GROUP AG	-4.14%	90.81B
APOLLO GLOBAL MANAGEMENT, INC.	+15.50%	64.64B
BROOKFIELD CORPORATION	+4.10%	61.06B
BANK OF NEW YORK MELLON CORPORATION (THE)	+10.95%	42.95B
AMERIPRISE FINANCIAL, INC.	+8.31%	40.61B
3I GROUP PLC	+17.72%	34.3B
T. ROWE PRICE GROUP INC.	+3.19%	25.03B
STATE STREET CORPORATION	-4.08%	22.43B

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