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Compare INES vs. MCCL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INES and MCCL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 26 |
Median incremental investment | $803.40 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,515.05 | $2,103.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | MCCL | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | MCCL.AX was created on 2022-01-20 by Munro. The fund's investment portfolio concentrates primarily on theme equity. The Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies focused on decarbonisation and climate change located anywhere in the world. The Fund aims to achieve a return greater than the MSCI All Country World (Net) Index in $A (Net) over a 5 to 7 year period |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | Linde PLC (8.42 %) NextEra Energy Inc (8.12 %) GE Vernova Inc (6.96 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Industrials (35.71 %) Utilities (29.85 %) Materials (13.46 %) |
Top 3 countries | ||
Management fee | 0.97 % | 0.9 % |
Key Summary
INES | MCCL | |
|---|---|---|
Issuer | Intelligent Investor | Munro |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.9 % |
Price | $3.65 | $18.78 |
Size | $75.760 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.38 % | 0.11 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 19/01/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 26 |
Median incremental investment | $803.40 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,515.05 | $2,103.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | MCCL | |
|---|---|---|
Pros |
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Cons |
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INES | MCCL |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |