Australian Ethical Investment (ASX:AEF) 5-Year Yield-on-Cost % : 2.43 (As of Apr. 26, 2024)

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What is Australian Ethical Investment 5-Year Yield-on-Cost %?

Australian Ethical Investment's yield on cost for the quarter that ended in Dec. 2023 was 2.43.

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: 0.55 Med: 3 Max: 9.64
Current: 2.43

During the past 13 years, Australian Ethical Investment's highest Yield on Cost was 9.64. The lowest was 0.55. And the median was 3.00.

ASX:AEF's 5-Year Yield-on-Cost % is ranked worse than
83.28% of 1214 companies
in the Asset Management industry
Industry Median: 6.005 vs ASX:AEF: 2.43

Competitive Comparison of Australian Ethical Investment's 5-Year Yield-on-Cost %

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's 5-Year Yield-on-Cost % Distribution in the 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.

Therefore, Yield-on-Cost of Australian Ethical Investment is calculated as

Yield-on-Cost

Dividend Yield %

Dividend Growth Rate)^5

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

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Australian Ethical Investment (ASX:AEF) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Australian Ethical Investment Ltd (ASX:AEF) » Definitions » 5-Year Yield-on-Cost %

Comparable Companies

Traded in Other Exchanges

1OP:Germany

Address

130 Pitt Street, Level 8, Sydney, NSW, AUS, 2000

Website

https://www.australianethical.com.au

Australian Ethical Investment Ltd is an Australia-based company engaged in the operating segment of Funds Management. The company is involved into acting as the responsible entity for a range of public offer ethically managed investment schemes and to act as the Trustee of the Australian Ethical Retail Superannuation Fund (Super Fund). The products of the company are Super, Managed funds, ETF and Pension.