Australian Ethical InvestmentASX:AEF +1.14%98 5-Year Yield-on-Cost % is 7.10 as of Jul. 07, 2026, which is 147% above its 10-year median of 2.88. GuruFocus rates ASX:AEF with a GF Score™ of 98/100 and a GF Value™ of A$6.38 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 1,113 Asset Management companies, Australian Ethical Investment ranks better than 55.71% on this metric.
The historical rank and industry rank for Australian Ethical Investment's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:AEF'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.68 Med: 2.88 Max: 7.1
Current: 7.1
During the past 13 years, Australian Ethical Investment's highest Yield on Cost was 7.10. The lowest was 0.68. And the median was 2.88.
ASX:AEF's 5-Year Yield-on-Cost % is ranked better than 55.71% of 1113
companies
in the Asset Management industry
Industry Median: 6.35
vs ASX:AEF: 7.10
Australian Ethical Investment (ASX:AEF) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Australian Ethical Investment 5-Year Yield-on-Cost % Related Terms
ASX:AEF vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Australian Ethical Investment's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Australian Ethical Investment 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Ethical Investment's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Australian Ethical Investment's 5-Year Yield-on-Cost % falls into.
Australian Ethical Investment 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Australian Ethical Investment (ASX:AEF) has a 5-Year Yield-on-Cost % of 7.10 as of Jul. 07, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Australian Ethical Investment and its competitors. This is 147% above median its historical median of 2.88. Over the past decade, Australian Ethical Investment's 5-Year Yield-on-Cost % has ranged from 0.68 to 7.10. According to the industry distribution chart, Australian Ethical Investment ranks #493 out of 1113 companies in the Asset Management industry, placing it in the top 44.3%.
Is Australian Ethical Investment's 5-Year Yield-on-Cost % too high?
Australian Ethical Investment's current 5-Year Yield-on-Cost % of 7.10 is 147% above median its 10-year median of 2.88. Over the past 10 years, this metric has ranged from a low of 0.68 to a high of 7.10. The Asset Management industry median 5-Year Yield-on-Cost % is 6.35. Australian Ethical Investment's value of 7.10 is 11.8% above this industry median. Based on the distribution chart, Australian Ethical Investment ranks #493 out of 1113 companies in the Asset Management industry, which is above the industry midpoint. Overall, Australian Ethical Investment has a GF Score™ of 98/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Australian Ethical Investment's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Ethical Investment ranks #493 out of 1113 companies for 5-Year Yield-on-Cost %. This puts Australian Ethical Investment in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.35. Australian Ethical Investment's value of 7.10 is 11.8% above this benchmark. Historically, Australian Ethical Investment's own 5-Year Yield-on-Cost % has ranged from 0.68 to 7.10 over the past decade. While the company's 10-year median is 2.88 vs. the industry median of 6.35, Australian Ethical Investment has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.35, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Ethical Investment's current 5-Year Yield-on-Cost % of 7.10 is 11.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Australian Ethical Investment and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Ethical Investment's current 5-Year Yield-on-Cost % is 7.10, which is 147% above median its own 10-year median of 2.88. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Ethical Investment stock overvalued right now?
Based on GuruFocus' analysis, Australian Ethical Investment (ASX:AEF) is currently considered Possible Value Trap. The stock's GF Value™ is A$6.38, compared to a current price of A$4.45 — trading 30.3% below its estimated fair value. The current 5-Year Yield-on-Cost % is 7.10, which is 147% above median its 10-year median of 2.88 and 11.8% above the Asset Management industry median of 6.35. Australian Ethical Investment's overall GF Score™ is 98/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current 5-Year Yield-on-Cost % is 7.10 as of Jul. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Australian Ethical Investment (ASX:AEF) Overvalued in 2026?
Based on GuruFocus' analysis, Australian Ethical Investment stock appears to be undervalued.
The current stock price of A$4.45 is trading 30.3% below its estimated GF Value™ of A$6.38.
GuruFocus considers Australian Ethical Investment to be Possible Value Trap.
Key valuation signals for ASX:AEF:
5-Year Yield-on-Cost %: 7.10 (147% above median its 10-year median of 2.88)
GF Value™: A$6.38 vs. price of A$4.45 (30.3% below fair value)
Industry Position: 11.8% above the Asset Management median (#493 of 1113)
No single metric tells the full story. See the ASX:AEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Australian Ethical Investment Business Description
Australian Ethical Investment Ltd is an Australian-based company engaged in the operating segment of Funds Management. The company is involved in acting as the responsible entity for a range of public offer ethically managed investment schemes and acting as the Trustee of the Australian Ethical Retail Superannuation Fund (Super Fund). The various products offered by the company are Super, Managed funds, ETFs, Insurance, and Pension.
98GF Score
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