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AUSTRALIAN ETHICAL INVESTMENT LIMITED — Investor Relations & Filings

Ticker · AEF ISIN · AU000000AEF4 LEI · 261700TW5OWRLEFOCX59 ASX Financial and insurance activities
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Filings indexed 1,392 across all filing types
Latest filing 2026-05-04 Director's Dealing
Country AU Australia
Listing ASX AEF

About AUSTRALIAN ETHICAL INVESTMENT LIMITED

https://www.australianethical.com.au/

Australian Ethical Investment Limited is a wealth management firm specializing in environmental and socially responsible investment products. The organization manages a diverse suite of investment options, including managed funds and superannuation schemes, all governed by a rigorous Ethical Charter. This charter mandates a dual-purpose investment strategy designed to achieve competitive financial returns while fostering positive outcomes for the planet, people, and animals. The firm utilizes a comprehensive screening process to exclude sectors such as fossil fuels, tobacco, and gambling, while actively prioritizing investments in renewable energy, sustainable technology, and healthcare. As a certified B Corp, the company allocates a portion of its annual profits to charitable initiatives through its foundation, reinforcing its commitment to corporate social responsibility and sustainable finance.

Recent filings

Filing Released Lang Actions
Appendix 3Z Richard Brandweiner 2 pages 303.8KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Z Final Director's Interest Notice' and references ASX listing rule 3.19A.3 and section 205G of the Corporations Act. It details the cessation of a director and the director's relevant interests in securities, with explicit mention of 'Director's relevant interests' and 'Final Director's Interest Notice'. The content is focused on personal share transactions or holdings by a director, with no financial statements or company performance data. The document length is short (2158 characters) and is a formal notice of director's share interests. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). Therefore, the correct classification is DIRS.
2026-05-04 English
AEF - Resignation of Director 1 page 450.5KB
Board/Management Information Classification · 93% confidence The document is an ASX announcement stating that Richard Brandweiner has stepped down from the AEI Board to take on a new role, clearly announcing a change in the company's Board of Directors. This matches the definition for Board/Management Information.
2026-04-22 English
AEF - Quarterly FUM Announcement 3 pages 1.1MB
Regulatory Filings Classification · 90% confidence The document is an ASX announcement from Australian Ethical providing a 'Third Quarter FUM update' for the period ending 31 March 2026. It details Funds Under Management (FUM), net flows, and strategic milestones. While it contains financial data, it is a periodic update on assets under management rather than a full quarterly financial report (IR) or an earnings release (ER) covering profit/loss. Given the specific nature of FUM updates for investment managers, this fits best as a regulatory filing (RNS) or a specific business update, but since it provides substantive financial data regarding the company's core business metric (FUM), it is classified as a regulatory filing announcement. Q3 2026
2026-04-15 English
Change in substantial shareholding for RWL 4 pages 428.1KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001 Section 671B. It details changes in voting power and relevant interests of a substantial shareholder in Rubicon Water Limited. This type of filing is a notification of changes in significant share ownership levels, which corresponds to a Major Shareholding Notification. The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure about shareholding changes.
2026-03-25 English
Change in substantial shareholding for SDR 4 pages 448.8KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001 Section 671B. It details changes in voting power and relevant interests of a substantial shareholder in the company Siteminder Limited. This type of filing is a notification of changes in significant share ownership levels, which corresponds to a Major Shareholding Notification. The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure about shareholding changes.
2026-03-19 English
AEF - Appointment of Director Karen Orvad 2 pages 664.4KB
Report Publication Announcement Classification · 95% confidence The document text is extremely short (3009 characters) and consists almost entirely of placeholders for omitted pictures, with no substantive textual content or financial data. There are no references to any specific report, regulatory body, fiscal period, or financial results. The content does not contain any actual report or detailed information but appears to be a placeholder or an announcement with images omitted. According to the 'Menu vs Meal' rule, such a short document that does not contain the report itself but likely references or accompanies a report should be classified as a Report Publication Announcement (RPA).
2026-03-10 English

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