InvestSMART Intelligent Investor Ethical Share Fund (Managed Fund) ETF (ASX:INES)

The Intelligent Investor INES Fund is an actively managed ETF, with a focus on Environmental, Social and Governance (ESG) factors. The fund aims to achieve medium to long-term capital growth.

INES ETF review

INES share price and fees

INES fees

ASX ticker code: INES
Yearly fee (MER): 0.97%
FUM: $71.77 million
Monthly spread: 0.60%
Data Last Updated: July 2022

Analyst report

This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.

Fee comparison

INES yearly fee (MER)
0 %
Sector average fee (MER)
0 %

What does the INES ASX ETF invest in?

INES invests in Australian ethically and socially responsible undervalued companies, which offer growth and income potential. You could buy all of these companies yourself using a share brokerage account, but that would be a very expensive and time-consuming process.

What do investors use the INES ETF for?

The Intelligent Investor INES Fund could be suitable for investors looking for an actively managed portfolio of Australian stocks, led by an in-house research team. This portfolio specifically focuses on ethically and socially responsible undervalued stocks.

How to buy the INES ETF

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INES investor starter pack

INES PDS

The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.

INES literature

We’ve asked the ETF provider to share their best whitepapers & research with you.

INES holdings

The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.

ASX: INES’s dividend 2021

INES dividend yield

Last 12m yield: 11.86%

When does INES pay a dividend?

INES dividend reinvestment plan (DRP)

Warnings we apply to the INES ETF

INES tax domicile

Australian shares sector data

Sector average return (1Y)
0 %
Average FUM ($m)
$ 0
Average fee (MER)
0 %

How INES compares:

1Y return
0 %
FUM ($m)
$ 0
Fee (MER)
0 %
Sector information is recorded based on the last 12-month returns to July 2022. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance. 

Latest ETF News

*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.