Compare AU

Compare INES vs. TANN

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

Intelligent Investor Ethical Share Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 TANN. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

TANN

Popularity

Low

Low

Pearlers invested

21

15

Median incremental investment

$851.70

$624.46

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$708.75

Average age group

> 35

26 - 35


Key Summary

INES

TANN

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.

N/A

Top 3 holdings

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

FIRST SOLAR INC (8.67 %)

ENPHASE ENERGY INC (6.65 %)

XINYI SOLAR HOLDINGS LTD (6.19 %)

Top 3 industries

Information Technology (41.94 %)

Industrials (20.70 %)

Utilities (17.75 %)

Top 3 countries

Management fee

0.97 %

0 %


Key Summary

INES

TANN

Issuer

Intelligent Investor

Tracking index

Asset class

ETF

Stock

Management fee

0.97 %

0 %

Price

$3.43

$6.75

Size

$74.418 million

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

0.05 %

Market

ASX

ASX

First listed date

12/06/2019

09/06/2022

Purchase fee

$6.50

$6.50


Community Stats

INES

TANN

Popularity

Low

Low

Pearlers invested

21

15

Median incremental investment

$851.70

$624.46

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$708.75

Average age group

> 35

26 - 35


Pros and Cons

INES

TANN

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

INES

TANN

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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