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Compare MHHT vs. INIF

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

Magellan High Conviction Trust (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 MHHT and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MHHT

INIF

Popularity

Low

Low

Pearlers invested

8

10

Median incremental investment

$1,742.00

$993.72

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,033.77

$7,925.42

Average age group

> 35

26 - 35


Key Summary

MHHT

INIF

Strategy

MHHT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term.

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.

Top 3 holdings

Amazon.com Inc (9.10 %)

Microsoft Corp (8.58 %)

ASML Holding NV (7.16 %)

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

Top 3 industries

Information Technology (32.18 %)

Consumer Discretionary (21.16 %)

Financials (20.12 %)

Top 3 countries

United States (72.59 %)

Netherlands (7.23 %)

Canada (6.98 %)

Management fee

1.5 %

0.97 %


Key Summary

MHHT

INIF

Issuer

Magellan

Intelligent Investor

Tracking index

Asset class

ETF

ETF

Management fee

1.5 %

0.97 %

Price

$2.09

$2.83

Size

N/A

$77.824 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.94 %

6.27 %

Market

ASX

ASX

First listed date

30/08/2021

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

MHHT

INIF

Popularity

Low

Low

Pearlers invested

8

10

Median incremental investment

$1,742.00

$993.72

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,033.77

$7,925.42

Average age group

> 35

26 - 35


Pros and Cons

MHHT

INIF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

MHHT

INIF

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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