Equities

Morphic Ethical Equities Fund Limited

Morphic Ethical Equities Fund Limited

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FinancialsClosed End Investments
  • Price (AUD)0.99
  • Today's Change0.00 / 0.00%
  • Shares traded140.74k
  • 1 Year change+4.21%
  • Beta0.6014
Data delayed at least 20 minutes, as of Jun 13 2024 06:31 BST.
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About the company

Morphic Ethical Equities Fund Limited is an investment company. The Company’s principal activity is investing in global listed securities screened to exclude entities involved in environmentally damaging activities (including coal and uranium mining and oil and gas), intensive farming and aquaculture, tobacco, armaments, alcohol, and gambling. The Company’s investment objectives are to deliver investors an ethically screened portfolio; generate superior risk-adjusted returns; and provide capital growth and consistent income. The Company primarily invests in global listed securities. The Company may also invest in cash, unlisted global securities, fixed interest instruments, commodities, credit instruments and currencies, all of which may be invested through assets, exchange traded funds or other derivatives, including futures, options, forwards, and swaps. Morphic Asset Management Pty Limited is the Company's investment manager.

  • Revenue in AUD (TTM)9.21m
  • Net income in AUD5.64m
  • Incorporated2017
  • Employees0.00
  • Location
    Morphic Ethical Equities Fund LimitedLevel 11, 179 Elizabeth StreetSYDNEY 2000AustraliaAUS
  • Phone+61 29021-7701
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Australian Wealth Advisors Group Ltd-100.00bn-100.00bn23.42m--------------------------------------------------937.31--135.96------
Strategic Elements Ltd0.00-2.65m23.69m4.00--3.67-----0.006-0.0060.000.01450.00-------50.14-52.05-54.31-56.02-------443.14----0.00---91.87-57.1828.96------
Income Asset Management Group Ltd13.11m-10.16m23.82m30.00--3.67--1.82-0.0356-0.03560.0460.01960.6157--14.13---47.74-58.42-60.08-68.97-----77.54-172.13---2.330.615--85.3274.8946.00---26.42--
Wt Financial Group Ltd158.06m4.05m25.44m--6.240.91635.360.1610.0120.0120.46980.08193.08--21.56--7.900.993211.431.4110.1012.952.560.405--5.640.2198--57.7985.09121.06------
Clime Investment Management Limited13.19m-3.71m26.88m7.00--1.15--2.04-0.0562-0.05620.1980.30460.4082--4.16---11.491.71-14.382.06-----28.143.42---6.820.0345--12.467.21-1,996.30--51.31--
Cadence Opportunities Fund Ltd-252.45k-1.04m27.23m----0.8433-----0.069-0.069-0.01632.05-0.0059-------2.44---2.82--------------0.1727--35.70--11.66------
Selfwealth Ltd28.45m1.63m29.24m--18.302.3711.511.030.00680.00680.11980.05271.88--94.10--10.73-30.2813.49-42.1770.2252.565.71-16.79----0.0247--44.8778.65101.48--118.25--
Morphic Ethical Equities Fund Ltd9.21m5.64m38.49m0.009.580.9051--4.180.10340.10340.17711.090.1668--178.53--10.21--10.35--90.88--61.21----35.340.0081--------------
Katana Capital Limited4.57m2.32m38.93m0.0042.340.9475--8.510.02860.02860.13721.280.1067--207.82--5.416.075.486.3184.0383.6150.7251.32----0.0030.931,025.69-5.711,622.34-5.33---6.17
NGE Capital Ltd4.18m8.89m40.18m9.004.560.90884.519.620.24770.24770.11631.240.1027--0.994--21.848.2322.138.47----212.76235.62----0.00--463.8368.78564.424.79----
Auctus Investment Group Ltd4.66m-1.65m44.17m9.00--1.51--9.47-0.0219-0.02190.0620.3640.12--0.532---4.24-6.54-4.66-7.3378.4984.58-35.33-17.61----0.0612--39.96117.2885.94--5.21--
Lowell Resources Fund11.91m10.14m44.78m0.004.370.8345--3.760.31540.31540.3731.650.2401--624.17--20.4515.0420.6316.1389.8176.0185.1870.64----0.00---61.27---89.48-8.98----
Ironbark Capital Limited4.00m3.40m47.04m0.0014.210.7729--11.780.0310.0310.03640.56930.0628--23.92--5.345.045.385.0887.4685.1385.0375.56----0.0095.37413.3819.87304.2919.13--25.66
Flagship Investments Ltd1.65m-1.35m48.22m0.00--0.8313--29.21-0.0523-0.05230.06382.240.0214--21.03---1.760.7688-1.800.7994-98.85-3.54-82.0128.13----0.2406444.02-2.870.846-131.35----4.48
CD Equity Fund II Pvt13.27m10.47m50.64m0.004.840.6253--3.820.19960.19960.25281.540.1488--76.39--11.758.8311.858.9496.2295.1378.9479.20----0.00179.041,247.44-15.58528.91-15.67----
Thorney Technologies Ltd-22.55m-27.88m54.25m3.00--0.4688-----0.066-0.066-0.05350.288-0.1684-------20.820.7904-21.020.8167------------0.000.0062.35--43.48------
Data as of Jun 13 2024. Currency figures normalised to Morphic Ethical Equities Fund Limited's reporting currency: Australian Dollar AUD

Institutional shareholders

17.83%Per cent of shares held by top holders
HolderShares% Held
Wilson Asset Management (International) Pty Ltd.as of 04 Mar 20245.43m13.97%
Harvest Lane Asset Management Pty Ltd.as of 11 Oct 20231.50m3.86%
Data from 31 Mar 2024 - 07 Jun 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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