Pockets of optimism evaporated in Australia The US is powering ahead Europe appears to be approaching stalling conditions While the US has good economic arguments for the rebound that occurred in its stock market over the latter half of August, the same cannot be said for Europe and Japan. The indicators we track suggest Europe […]
Australian Ethical Investments
Australian Ethical Investment Limited Results for the Year ended 30 June 2014
Australian Ethical recently announced its annual results for the year ending 30 June 2014. Financial Highlights were (all comparisons are to the 12 months ending 30 June 2013): Record net profit after tax (NPAT) of $2.543 million (up 139%); Record underlying profit after tax (UPAT) of $3.111 million (up 86%); Record community grant of […]
China research trip confirmed investment downgrade by Australian Ethical
“Four cities, five days, 14 companies: we made the most of our trip to China and it confirmed our concerns and reaffirmed our decision to downgrade our economic assessment for the country. “We also picked up several key insights into China’s development,” said Nathan Lim who runs the international equities fund. China has settled into […]
Australian Ethical appoints Mason Willoughby-Thomas CFA as portfolio manager for the $277mn Australian Ethical Larger Companies Trust
CIO David Macri steps down as PM of Larger Companies Trust to focus on strategic development of the current business and its offerings “I am delighted to move Mason up to full control of the Larger Companies Trust. He has become an invaluable team member at Australian Ethical over his 2+ years with us and […]
Australian Ethical develops fixed interest fund aiming to outperform the broad market index
Australian Ethical’s ‘Fixed Interest Trust’has $125m FUM Trust utilises the same ethical process for all Australian Ethical funds “Australians wanting to invest in ethical fixed interest assets can – for the first time – have access to a managed fund that aims to match or better the mainstream index via Australian Ethical’s Fixed Interest Trust (AEFI Trust),” […]
LED switching in the US could save the equivalent of nine Loy Yang power station
Australian Ethical International Equities Trust’s Portfolio Manager, Nathan Lim discusses Energy Efficiency in this Month’s Portfolio Reflections Cleantech investors no longer need to punt on technology start-up to gain sensible exposures to the secular efficiency thematic LED switching in the US could save the equivalent of nine Loy Yang power stations of power Chemical free […]
Australian Ethical updates its global energy policy assessment
Australia’s government shows an ideological opposition to renewable energy Surging US crude oil production will bring the energy security debate back to the fore US Environmental Protection Agency tightening the rules around all forms of pollution (carbon, SOx, NOX, mercury) Google financing US residential solar systems German energy policy takes a pragmatic turn – pressure […]
Australian Ethical closely follows Australian biotech companies
Australian Ethical has been a long-term investor in biotech and has a clear investment strategy in what can be a difficult sector to assess and invest in.