Compare AU

Compare INES vs. ULTB

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 are a popular choice. Two options in the ASX are INES and ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

ULTB

Popularity

Low

N/A

Pearlers invested

21

0

Median incremental investment

$851.70

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,464.84

$0

Average age group

> 35

N/A


Key Summary

INES

ULTB

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 %)

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0 %


Key Summary

INES

ULTB

Issuer

Intelligent Investor

Tracking index

Asset class

ETF

Stock

Management fee

0.97 %

0 %

Price

$3.48

$97.03

Size

$74.418 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.41 %

- %

Market

ASX

ASX

First listed date

12/06/2019

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

INES

ULTB

Popularity

Low

N/A

Pearlers invested

21

0

Median incremental investment

$851.70

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,464.84

$0

Average age group

> 35

N/A


Pros and Cons

INES

ULTB

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

ULTB

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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