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INES
Description
Description
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.
ASX
ETF - A bundle of shares
Socially Aware
Financials
Communications
Performance
Performance
$3.79
AUD
▲ $1.31 (52.19%)
30th November 2025, 12:00 a.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in INES 10 years ago, today I would have...
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Quick facts
Quick facts
▲ 4.18% Growth
5 year average annual growth
▲ 3.41% Dividends
5 year average dividend yield
$ 500 minimum investment
Due to regulatory requirements
$4,898.58 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
FFH (Fairfax Financial Holdings Ltd Shs Subord.Vtg)
7%
V (Visa Inc Class A)
6%
MAF (MA Financial Group Ltd)
5%
Top industry exposure
Financials
41%
Communication
26%
Other
16%
See details about holdings & exposure
Distributions
Distributions
Annual dividend yield
0.73%
Average franked amount
36.80%
5 year avg. dividend yield (p.a.)
3.41%
Dividend reinvestment
Highest franked amount
73.8%
Payout dates
See dividend history
Estimate how much you could earn in dividends
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Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.97% p.a.
Calculate your costs and discover ways to reduce your fees
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ESG
ESG
62.64
Environmental score
99
Social score
65.5
Governance score
Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
0.97
Inception date
2019-06-11
Community insights
Community insights
General statistics
20 investors hold INES
36 weeks average time between investments
$1,760 average holding per investor
82 days last community investment
Demographics
Income of investors
50k - 100k
46%
Less than 50k
33%
100k - 150k
8%
More than 200k
8%
150k - 200k
4%
Age of investors
35-90 years old
60%
26-34 years old
40%
18-25 years old
0%
Legal gender of investors
40% male
60% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 30 June 2025, and may have changed since.
Learn more
Learn more
How can I measure an investment's return on assets?
READ
Shares & Crypto
Want to know if a business is making the most of what it owns? Here's how return on assets can help long-term investors ...
8 June 2025
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Nick Nicolaides
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6 min read
0 likes
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158 views
How is return on invested capital (ROIC) calculated?
READ
Shares & Crypto
How do you know if a business is growing wisely, not just quickly? Return on invested capital (ROIC) can offer insight. ...
27 May 2025
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Cathy Sun
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7 min read
0 likes
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171 views
Episode 136. Should I sell my shares with everything that's going on in the US right now?
LISTEN
It’s an inescapable truth that the Australian shares market can sway under the influence of the US. Beyond the close tie...
Mon, 17th February 2025
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15 min
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0 likes
The Aussie FIRE Audiobook | Conclusion
LISTEN
Congratulations! You've made it to the final chapter of our original Aussie FIRE audiobook. In each chapter, we've cover...
Fri, 3rd November 2023
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8 min
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0 likes
Episode 0. Welcome to the Aussie FIRE podcast
LISTEN
Welcome to Aussie FIRE, the podcast designed to educate and inspire you towards a better future! This podcast evolved fr...
Fri, 24th November 2023
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30 min
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2 likes
US ETFs vs AU ETFs
ASK & ANSWER
Investing Strategy
Are there any downsides to choosing US ETFs over AU ones? Some of the US ETFs outperform AU ones, but as an Australian c...
Stephanie Conroy
•
April 3rd, 2024
0 likes
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61 views
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AU vs US shares
ASK & ANSWER
First Time Investor
Hi, I’m fairly new to investing and this is a dumb question but what is the difference when investing in the AU shares v...
Molly Pearse
•
January 29th, 2023
5 likes
・
53 views
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What’s happened to my shares and it’s value if I suddenly die
ASK & ANSWER
Investing Strategy
Hi, I just started my investment with ASX last month. But I started worrying and wanted to know what’s happened to my sh...
Ngoc Nguyen
•
September 30th, 2022
2 likes
・
46 views
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