Company Morphic Ethical Equities Fund Limited

Equities

MEC

AU000000MEC6

Investment Management & Fund Operators

Market Closed - Australian S.E. 23:19:56 2024-05-12 EDT 5-day change 1st Jan Change
1.005 AUD 0.00% Intraday chart for Morphic Ethical Equities Fund Limited +1.01% -0.50%

Business Summary

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 unlisted 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.

Sales per Business

AUD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
0 100.0 % 1 100.0 % +33.60%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
100.0 %
0 100.0 % 1 100.0 % +33.60%

Managers

Managers TitleAgeSince
Director/Board Member 67 17-09-30
Corporate Secretary 60 23-03-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 67 17-09-30
Director/Board Member - -
Chairman - -

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 52,871,147 34,294,094 ( 64.86 %) 0 59.95 %
Stock B 1 47,107,860 25,645,165 ( 54.44 %) 0

Shareholders

NameEquities%Valuation
Wilson Asset Management (International) Pty Ltd.
13.28 %
5,430,476 13.28 % 4 M $
Future Generation Global Ltd.
10.47 %
4,281,451 10.47 % 3 M $
Harvest Lane Asset Management Pty Ltd.
3.669 %
1,500,000 3.669 % 993 510 $
891,334 2.180 % 590 366 $
116,045 0.2838 % 76 861 $
27,439 0.0671 % 18 174 $

Company contact information

Morphic Ethical Equities Fund Ltd.

179 Elizabeth Street Level 11

2000, Sydney

++61 2 82393350

http://www.morphicasset.com
address Morphic Ethical Equities Fund Limited(MEC)
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