Compare AU

Compare RCAP vs. INES

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

Resolution Cap Global Prop Sec (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 RCAP and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RCAP

INES

Popularity

Low

Low

Pearlers invested

3

21

Median incremental investment

$6,993.50

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$10,243.09

$4,413.52

Average age group

> 35

> 35


Key Summary

RCAP

INES

Strategy

RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis

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.

Top 3 holdings

Welltower Inc (8.93 %)

Equinix Inc (6.60 %)

Ventas Inc (6.50 %)

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

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

United States (60.84 %)

United Kingdom of Great Britain and Northern Ireland (11.25 %)

France (6.53 %)

Management fee

0.8 %

0.97 %


Key Summary

RCAP

INES

Issuer

Resolution Capital

Intelligent Investor

Tracking index

Asset class

ETF

ETF

Management fee

0.8 %

0.97 %

Price

$1.69

$3.44

Size

N/A

$74.418 million

10Y return

16.56 %

N/A

Annual distribution/ dividend yield (5Y)

1.59 %

4.41 %

Market

ASX

ASX

First listed date

21/02/2022

12/06/2019

Purchase fee

$6.50

$6.50


Community Stats

RCAP

INES

Popularity

Low

Low

Pearlers invested

3

21

Median incremental investment

$6,993.50

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$10,243.09

$4,413.52

Average age group

> 35

> 35


Pros and Cons

RCAP

INES

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

RCAP

INES

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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