Compare AU

Compare INIF vs. GROW

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

Intelligent Investor Aus Equity Income 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 INIF and GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

GROW

Popularity

Low

N/A

Pearlers invested

10

0

Median incremental investment

$993.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,869.41

$0

Average age group

26 - 35

N/A


Key Summary

INIF

GROW

Strategy

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.

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

Schroder Real Return (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.97 %

0.84 %


Key Summary

INIF

GROW

Issuer

Intelligent Investor

Schroder

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.84 %

Price

$2.82

$3.86

Size

$77.824 million

$56.823 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

6.27 %

3.83 %

Market

ASX

ASX

First listed date

19/06/2018

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

INIF

GROW

Popularity

Low

N/A

Pearlers invested

10

0

Median incremental investment

$993.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,869.41

$0

Average age group

26 - 35

N/A


Pros and Cons

INIF

GROW

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

GROW

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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