Compare AU
Compare INES vs. SKUK
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 are a popular choice. Two options in the ASX are INES and SKUK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | SKUK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 6 |
Median incremental investment | $851.70 | $502.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,400.69 | $828.72 |
Average age group | > 35 | > 35 |
Key Summary
INES | SKUK | |
|---|---|---|
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. | SKUK.AX was created on 2023-11-01 by Hejaz . The fund's investment portfolio concentrates primarily on target outcome asset allocation. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5to 7-years timeframe through exposure to a diversified equities portfolio of shariah complaint investments |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | Hejaz Sukuk Active ETF (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.97 % | 1.33 % |
Key Summary
INES | SKUK | |
|---|---|---|
Issuer | Intelligent Investor | Hejaz |
Tracking index | Bloomberg Global Aggregate USD Sukuk Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.33 % |
Price | $3.43 | $1.07 |
Size | $74.418 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.41 % | 0.30 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 31/10/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | SKUK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 6 |
Median incremental investment | $851.70 | $502.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,400.69 | $828.72 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | SKUK | |
|---|---|---|
Pros |
| |
Cons |
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INES | SKUK |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |