Compare AU

Compare ADEF vs. INIF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Apostle Dundas Global Equity Classd (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are ADEF and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ADEF

INIF

Popularity

N/A

Low

Pearlers invested

0

10

Median incremental investment

$0

$993.72

Median investment frequency

N/A

Monthly

Median total investment

$0

$7,897.41

Average age group

N/A

26 - 35


Key Summary

ADEF

INIF

Strategy

N/A

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

Top 3 holdings

Apostle Dundas Global Equity Classd (Managed Fund) (100 %)

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0 %

0.97 %


Key Summary

ADEF

INIF

Issuer

Intelligent Investor

Tracking index

Asset class

Stock

ETF

Management fee

0 %

0.97 %

Price

$6.16

$2.83

Size

N/A

$77.824 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.28 %

6.27 %

Market

ASX

ASX

First listed date

23/02/2021

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

ADEF

INIF

Popularity

N/A

Low

Pearlers invested

0

10

Median incremental investment

$0

$993.72

Median investment frequency

N/A

Monthly

Median total investment

$0

$7,897.41

Average age group

N/A

26 - 35


Pros and Cons

ADEF

INIF

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

ADEF

INIF

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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