Back
INIF
Description
Description
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.
ASX
ETF - A bundle of shares
Materials
Performance
Performance
$3.01
AUD
▲ $0.52 (20.72%)
30th November 2025, 12:00 a.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in INIF 10 years ago, today I would have...
Calculate
Quick facts
Quick facts
▲ 5.68% Growth
5 year average annual growth
▲ 5.35% Dividends
5 year average dividend yield
$ 500 minimum investment
Due to regulatory requirements
$3,970.19 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
BHP (BHP Group Ltd)
7%
RMD (ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh)
6%
MAF (MA Financial Group Ltd)
6%
Top industry exposure
Materials
22%
Communication
18%
Energy
17%
See details about holdings & exposure
Distributions
Distributions
Annual dividend yield
4.62%
Average franked amount
62.20%
5 year avg. dividend yield (p.a.)
5.35%
Dividend reinvestment
Highest franked amount
96.9%
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
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
Calculate
ESG
ESG
51.72
Environmental score
76.06
Social score
62.43
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
2018-06-18
Community insights
Community insights
General statistics
10 investors hold INIF
48 weeks average time between investments
$5,131 average holding per investor
15 days last community investment
Demographics
Income of investors
Less than 50k
40%
50k - 100k
30%
100k - 150k
20%
150k - 200k
10%
More than 200k
0%
Age of investors
35-90 years old
60%
18-25 years old
20%
26-34 years old
20%
Legal gender of investors
30% male
70% 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
Saving Tax When You Invest: Personal vs Trust vs Company vs Investment Bond
READ
Long Term Investing
Avoid the super mistakes that cost Aussies money. Learn the six most common slips, how to fix them, and simple steps to ...
11 November 2025
・
Ben Nash
・
7 min read
0 likes
・
74 views
Which Australian funds track the S&P 500 in Australia?
READ
Long Term Investing
Curious about the S&P 500 and if it matches your international diversification goal? This article explores what the S&P ...
21 October 2023
・
Nick Nicolaides
・
5 min read
0 likes
・
186 views
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
・
8 min
・
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
・
30 min
・
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
・
61 views
・
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
・
54 views
・
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
・