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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
Financials
Communications
Performance
Performance
$3.17
AUD
▲ $0.66 (26.29%)
12th October 2026, 05:41 a.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in INES 5 years ago, today I would have...
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Quick facts
Quick facts
▼ -13.15% Growth
5 years capital growth
▲ 4.93% Dividends
5 year average dividend yield
$500 minimum investment
Due to regulatory requirements
$4,236.71 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
V (Visa Inc Class A)
7%
FFH (Fairfax Financial Holdings Ltd Shs Subord.Vtg)
6%
CAR (CAR Group Ltd)
5%
Top country exposure
View all
Australia
45%
United States
19%
Canada
14%
Top industry exposure
View all
Financials
41%
Communication
26%
Other
24%
Distributions
Distributions
Annual dividend yield
8.52%
Average franked amount
33.16%
5yr avg. dividend yield
4.93%
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
59.52
Environmental score
81.92
Social score
51.26
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
Pearler community insights
Pearler community insights
General statistics
18 investors hold INES
40 weeks average time between investments
$1,729 average holding per investor
63 days since last community investment
Demographics
Income of investors
50k - 100k
52%
Less than 50k
33%
100k - 150k
10%
More than 200k
5%
150k - 200k
0%
Age of investors
35-90 years old
67%
26-34 years old
33%
18-25 years old
0%
Legal gender of investors
39% male
61% 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 2026, and may have changed since.
Learn more
Learn more
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Episode 0. Welcome to the Aussie FIRE podcast
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April 3rd, 2024
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6 likes
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What’s happened to my shares and it’s value if I suddenly die
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How to invest your first $500 in Australia (safely) w/ Owen Rask
EVENT
This event ended on Fri, 10th April 2026
Online webinar
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3 likes
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FREE Pearler Webinar | Product Updates & News, October 2024
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