Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Australian Ethical

  •   15 July 2021
  •      
  •   

Australian Ethical (ASX:AEF) FUM jumps 50% to $6.07B: Aussies vote with their wallets on climate change

ASX Announcement

Sydney, 15 July 2021: Australia’s original responsible investment and super fund manager Australian Ethical (ASX:AEF) has increased funds under management (FUM) by 50 per cent or $2.02 billion in just one year, racing to $6.07 billion as of 30 June 2021, up from $4.05 billion at 30 June 2020.

This was driven by record net flows of $1.03 billion for the year to 30 June 2021 - a 56 per cent increase on the previous 12 months - and strong investment performance of $0.99 billion.

Australian Ethical believes that its rapidly accelerating FUM is the result of thousands of Australians deciding to take climate action into their own hands and voting with their wallets, in the face of a government that appears unwilling to take any concrete action to address the issue.

“Australians are sick of a government that refuses to acknowledge the very real danger we are all facing when it comes to climate change,” said John McMurdo, CEO and MD of Australian Ethical.

“The ‘sticking our heads in the sand and doing nothing’ approach is simply unacceptable when we know Australia is going to be hit harder than many other countries by economic losses resulting from increasing climate impacts, such as bushfires.

“A few months ago, we released research that showed ‘climate change’ and ‘the environment’ were the number one drivers of investment decisions by individuals considering ESG factors. But, not only that, the research also revealed that it was your average Australian leading the charge by instructing their financial advisers to invest in climate-friendly options, not the other way around.

“We see this significant rush of funds into our ethical and climate-friendly superannuation and managed funds as another clear indication that the average Australian is continuing this drive. As a nation, we are collectively opening our eyes to the power of our money to address climate change in the face of an ambivalent and seemingly unwilling government,” Mr. McMurdo concluded.

The Lowy Institute’s Climate Poll 2021 showed 70% of Australians think Australia should “increase its commitments to address climate change”, 74% believe “the benefits of taking further action on climate change will outweigh the costs”, and 78% support “setting a net-zero emissions target for 2050”.

Yet Australia’s emissions per capita are three times the G20 average, and fossil fuels make up 93 per cent of its energy mix - one of the G20's highest - according to the Climate Transparency Report

Australia also received the lowest score for climate action out of any of the 193 members of the United Nations in a different report produced by the UN-backed Sustainable Development Solutions Network.

On top of the yearly jump in FUM, Australian Ethical’s quarterly FUM also increased by 12 per cent or $0.66 billion between 31 March ($5.41 billion) and 30 June 2021 ($6.07 billion). The increase was driven by record quarterly net flows and strong investment performance.

 


 

Leave a Comment:

banner

Most viewed in recent weeks

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

  • 16 January 2025

Latest Updates

Investment strategies

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

9 ways to fix Australia's housing crisis

Decades of policy failure have induced a fall in housing affordability. Unless painful changes are made, an underclass will emerge in a society that is supposed to boast the one of the world's highest standards of living.

Shares

Australia: why the chase for even higher dividend yields?

Australia boasts one of the world's highest dividend yielding sharemarkets, providing substantial benefits to investors and retirees. Despite this, individuals often stretch for even more yield, to their detriment.

Shares

MIGA – Make Income Great Again

The Australian sharemarket seems to be rewarding a number of unprofitable companies on the promise of future riches. Yet profits and cashflows still matter, as a recent case study of Domino's Pizza shows.

Shares

Mapping future US market returns

Exceptional returns from the US sharemarket over the past decade have driven by sales growth, margin expansion, rising valuations, and dividends. Predicting future returns requires careful consideration of these factors.

Shares

Read this before you go all in on US equities

US equities rule global markets, but history is littered with examples of markets that seemed invincible — until they weren’t. Diversification will be key for investor portfolios going forwards.

Property

What impact would scrapping stamp duty have on housing?

Increasing house prices pose challenges for housing affordability. This investigates the impact of stamp duty on the property market, and how removing the tax could help address several key issues.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.