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Showing 1 - 10 of 10 results for "Emerging Companies Fund"

Record FUM growth at Australian Ethical

ELIZABETH MCARTHUR  |  THURSDAY, 26 AUG 2021  |  NEWS
... to revenue too. The company reported that $2.9 million in performance fees from the Australian Ethical Emerging Companies Fund. Australian Ethical CFO Mark Simons said the company is focused on short and longer term growth. "In the short term, because ...

Wholesale managed funds continue strong performance

RACHEL ALEMBAKIS  |  THURSDAY, 11 MAR 2021  |  NEWS
... nearly three times that return, according to research from Rainmaker Information. The Australian Ethical Emerging Companies Fund has returned 24.9% for the three years to the end of January 2021, and 29.7% for the 12 months to end of January, according ...

Ethical fund manager sets ambitious FUM target

RACHEL ALEMBAKIS  |  THURSDAY, 18 FEB 2021  |  NEWS
... has been strong with 12-month returns of 21.0% for the Australian Shares Fund (ASF), and 35.1% for the Emerging Companies Fund (ECF) to 31 December 2020. Australian Ethical has promoted Mike Murray to head of domestic equities and will be responsible ...

Australian Ethical tops $5 billion in assets under management

RACHEL ALEMBAKIS  |  THURSDAY, 14 JAN 2021  |  NEWS
... after fees that drove growth in asset values of $573 million for the current financial year to date. Its Emerging Companies Fund delivered a return of 35.9% (wholesale) in 2020 calendar year, while its Australian Shares Fund delivered returns of 21% ...

ESG managed funds outperform

RACHEL ALEMBAKIS  |  FRIDAY, 23 OCT 2020  |  NEWS
... months to the end of August, and returned 23.5% pa over the past three years. Australian Ethical's Emerging Companies Fund has returned 20.6% over the past 12 months and 19.4% over the past three years. The Rainmaker Wholesale Managed Funds performance ...

Australian Ethical sees further growth for ethical funds

RACHEL ALEMBAKIS  |  THURSDAY, 10 SEP 2020  |  NEWS
... that revenue was up 22% to $49.9 million, with a performance fee of $3.6 million from outperformance of Emerging Companies Fund, up 350% from FY19's performance fee of $0.8 million. Australian Ethical saw strong performance across its business categories ...

Australian Ethical FUM AU$1.4bn for second half of 2015

RACHEL ALEMBAKIS  |  FRIDAY, 26 FEB 2016  |  NEWS
... sector, and is tilted towards sectors such as healthcare. In 2015, Australian Ethical also introduced the Emerging Companies Fund, a diversified portfolio of shares in micro- and small-capitalisation companies. There are no product launches in the works ...

Australian Ethical Investment AUM up 13% in Q4

RACHEL ALEMBAKIS  |  FRIDAY, 22 JAN 2016  |  NEWS
... things that have shifted and led us to make the decision," he said. See Also: Australian Ethical launches Emerging Companies Fund

Australian Ethical launches Emerging Companies Fund

RACHEL ALEMBAKIS  |  FRIDAY, 3 JUL 2015  |  NEWS
Australian Ethical Investment has launched the Emerging Companies Fund, a diversified portfolio of shares in micro- and small-capitalisation companies. Phil Vernon, Australian Ethical managing director The fund reflects Australian's investment approach ...

Australian Ethical surpasses $1 billion AUM

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JAN 2015  |  NEWS
... plan to increase efficiency and reduce fees, Vernon said. Australian Ethical is planning to launch and emerging companies fund later this year, and is looking to invest in alternative assets with a focus on impact investments through a third party outsourced ...
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