Compare AU

Compare HBRD vs. INIF

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

BetaShares Active Australian Hybrids Fund (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 HBRD and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

INIF

Popularity

Low

Low

Pearlers invested

43

10

Median incremental investment

$921.04

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$2,292.75

$7,673.37

Average age group

> 35

26 - 35


Key Summary

HBRD

INIF

Strategy

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

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

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

Intelligent Investor Aus Eq Inc Fund - Active ETF (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

0.97 %


Key Summary

HBRD

INIF

Issuer

BetaShares

Intelligent Investor

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

0.97 %

Price

$10.19

$2.74

Size

$2.342 billion

$75.888 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.74 %

6.27 %

Market

ASX

ASX

First listed date

17/11/2017

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

HBRD

INIF

Popularity

Low

Low

Pearlers invested

43

10

Median incremental investment

$921.04

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$2,292.75

$7,673.37

Average age group

> 35

26 - 35


Pros and Cons

HBRD

INIF

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

HBRD

INIF

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home