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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
- LocationMorphic Ethical Equities Fund LimitedLevel 11, 179 Elizabeth StreetSYDNEY 2000AustraliaAUS
- Phone+61 29021-7701
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Key Information
- Key Information
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- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| H&G High Conviction Ltd | 4.16m | 2.36m | 22.68m | -- | 9.27 | 0.8462 | -- | 5.45 | 0.0976 | 0.0976 | 0.1743 | 1.07 | 0.1563 | -- | 40.46 | -- | 8.84 | -- | 9.14 | -- | -- | -- | 56.58 | -- | -- | -- | 0.00 | -- | -- | -- | -- | -- | -- | -- |
| Income Asset Management Group Ltd | 13.11m | -10.16m | 24.15m | 30.00 | -- | 3.72 | -- | 1.84 | -0.0356 | -0.0356 | 0.046 | 0.0196 | 0.6157 | -- | 14.13 | -- | -47.74 | -58.42 | -60.08 | -68.97 | -- | -- | -77.54 | -172.13 | -- | -2.33 | 0.615 | -- | 85.32 | 74.89 | 46.00 | -- | -26.42 | -- |
| Australian Wealth Advisors Group Ltd | -100.00bn | -100.00bn | 24.17m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 937.31 | -- | 135.96 | -- | -- | -- |
| Clime Investment Management Limited | 13.19m | -3.71m | 24.53m | 7.00 | -- | 1.05 | -- | 1.86 | -0.0562 | -0.0562 | 0.198 | 0.3046 | 0.4082 | -- | 4.16 | -- | -11.49 | 1.71 | -14.38 | 2.06 | -- | -- | -28.14 | 3.42 | -- | -6.82 | 0.0345 | -- | 12.46 | 7.21 | -1,996.30 | -- | 51.31 | -- |
| Wt Financial Group Ltd | 158.06m | 4.05m | 26.12m | -- | 6.41 | 0.9407 | 5.50 | 0.1653 | 0.012 | 0.012 | 0.4698 | 0.0819 | 3.08 | -- | 21.56 | -- | 7.90 | 0.9932 | 11.43 | 1.41 | 10.10 | 12.95 | 2.56 | 0.405 | -- | 5.64 | 0.2198 | -- | 57.79 | 85.09 | 121.06 | -- | -- | -- |
| Cadence Opportunities Fund Ltd | -252.45k | -1.04m | 26.99m | -- | -- | 0.836 | -- | -- | -0.069 | -0.069 | -0.0163 | 2.05 | -0.0059 | -- | -- | -- | -2.44 | -- | -2.82 | -- | -- | -- | -- | -- | -- | -- | 0.1727 | -- | 35.70 | -- | 11.66 | -- | -- | -- |
| Selfwealth Ltd | 28.45m | 1.63m | 29.24m | -- | 18.30 | 2.37 | 11.51 | 1.03 | 0.0068 | 0.0068 | 0.1198 | 0.0527 | 1.88 | -- | 94.10 | -- | 10.73 | -30.28 | 13.49 | -42.17 | 70.22 | 52.56 | 5.71 | -16.79 | -- | -- | 0.0247 | -- | 44.87 | 78.65 | 101.48 | -- | 118.25 | -- |
| Morphic Ethical Equities Fund Ltd | 9.21m | 5.64m | 38.68m | 0.00 | 9.63 | 0.9097 | -- | 4.20 | 0.1034 | 0.1034 | 0.1771 | 1.09 | 0.1668 | -- | 178.53 | -- | 10.21 | -- | 10.35 | -- | 90.88 | -- | 61.21 | -- | -- | 35.34 | 0.0081 | -- | -- | -- | -- | -- | -- | -- |
| Katana Capital Limited | 4.57m | 2.32m | 38.93m | 0.00 | 42.34 | 0.9475 | -- | 8.51 | 0.0286 | 0.0286 | 0.1372 | 1.28 | 0.1067 | -- | 207.82 | -- | 5.41 | 6.07 | 5.48 | 6.31 | 84.03 | 83.61 | 50.72 | 51.32 | -- | -- | 0.00 | 30.93 | 1,025.69 | -5.71 | 1,622.34 | -5.33 | -- | -6.17 |
| NGE Capital Ltd | 4.18m | 8.89m | 39.11m | 9.00 | 4.44 | 0.8847 | 4.39 | 9.36 | 0.2477 | 0.2477 | 0.1163 | 1.24 | 0.1027 | -- | 0.994 | -- | 21.84 | 8.23 | 22.13 | 8.47 | -- | -- | 212.76 | 235.62 | -- | -- | 0.00 | -- | 463.83 | 68.78 | 564.42 | 4.79 | -- | -- |
| Auctus Investment Group Ltd | 4.66m | -1.65m | 41.76m | 9.00 | -- | 1.43 | -- | 8.95 | -0.0219 | -0.0219 | 0.062 | 0.364 | 0.12 | -- | 0.532 | -- | -4.24 | -6.54 | -4.66 | -7.33 | 78.49 | 84.58 | -35.33 | -17.61 | -- | -- | 0.0612 | -- | 39.96 | 117.28 | 85.94 | -- | 5.21 | -- |
| Lowell Resources Fund | 11.91m | 10.14m | 44.78m | 0.00 | 4.37 | 0.8345 | -- | 3.76 | 0.3154 | 0.3154 | 0.373 | 1.65 | 0.2401 | -- | 624.17 | -- | 20.45 | 15.04 | 20.63 | 16.13 | 89.81 | 76.01 | 85.18 | 70.64 | -- | -- | 0.00 | -- | -61.27 | -- | -89.48 | -8.98 | -- | -- |
| Ironbark Capital Limited | 4.00m | 3.40m | 48.11m | 0.00 | 14.53 | 0.7905 | -- | 12.04 | 0.031 | 0.031 | 0.0364 | 0.5693 | 0.0628 | -- | 23.92 | -- | 5.34 | 5.04 | 5.38 | 5.08 | 87.46 | 85.13 | 85.03 | 75.56 | -- | -- | 0.00 | 95.37 | 413.38 | 19.87 | 304.29 | 19.13 | -- | 25.66 |
| Flagship Investments Ltd | 1.65m | -1.35m | 48.61m | 0.00 | -- | 0.8379 | -- | 29.44 | -0.0523 | -0.0523 | 0.0638 | 2.24 | 0.0214 | -- | 21.03 | -- | -1.76 | 0.7688 | -1.80 | 0.7994 | -98.85 | -3.54 | -82.01 | 28.13 | -- | -- | 0.2406 | 444.02 | -2.87 | 0.846 | -131.35 | -- | -- | 4.48 |
| CD Equity Fund II Pvt | 13.27m | 10.47m | 51.43m | 0.00 | 4.91 | 0.635 | -- | 3.88 | 0.1996 | 0.1996 | 0.2528 | 1.54 | 0.1488 | -- | 76.39 | -- | 11.75 | 8.83 | 11.85 | 8.94 | 96.22 | 95.13 | 78.94 | 79.20 | -- | -- | 0.00 | 179.04 | 1,247.44 | -15.58 | 528.91 | -15.67 | -- | -- |
| Thorney Technologies Ltd | -22.55m | -27.88m | 52.24m | 3.00 | -- | 0.4514 | -- | -- | -0.066 | -0.066 | -0.0535 | 0.288 | -0.1684 | -- | -- | -- | -20.82 | 0.7904 | -21.02 | 0.8167 | -- | -- | -- | -- | -- | -- | 0.00 | 0.00 | 62.35 | -- | 43.48 | -- | -- | -- |
Data as of Jun 25 2024. Currency figures normalised to Morphic Ethical Equities Fund Limited's reporting currency: Australian Dollar AUD
17.83%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Wilson Asset Management (International) Pty Ltd.as of 04 Mar 2024 | 5.43m | 13.97% |
| Harvest Lane Asset Management Pty Ltd.as of 11 Oct 2023 | 1.50m | 3.86% |
Data from 31 Mar 2024 - 17 Jun 2024Source: FactSet Research Systems Inc.
