InvestSMART INES 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 share price & data

Ticker code: INES
Yearly fee (MER): 0.97%
FUM: $18.25 million
Monthly spread: 0.84%
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs

Prices updated using end of day data. Capital return only. FUM, fee and spread data updated monthly. Last updated: July 2020.

What does the INES 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 INES 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.

INES dividend information

Fund Issuer

InvestSMART is the owner and issuer of Intelligent Investor ETFs, as well as many other financial publications and active and passive style investment products.

Best ETFs warnings

The following warnings are applied by our team, 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.

FUM

If an ETF has a small amount of funds under management or FUM (meaning, the amount of money invested in the ETF), it risks being closed by the fund manager.

Tax Domicile

When a fund/ETF has a “domicile” of Australia it means it is a registered fund in Australia for tax purposes.

Registry

Registry Direct is a smaller Australian share registry that’s relatively new on the scene, having been founded in 2014.

Sector Information

The Best ETFs Australian shares sector includes ETFs, managed funds and index funds which cover the ASX and national stock exchange (NSX).

Looking for something better?

This brilliant (and free!) report is issued by Best ETFs Australia, a division of The Rask Group Pty Ltd. It is not a recommendation.
Speak to a financial professional before relying on this information and please read our Financial Services Guide (FSG).

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