INES
Intelligent Investor Ethical Share Fund (Managed Fund)
🇦🇺 ASX
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
+ 6.23%
Annual Growth
5 years average annual growth
💰
4.82%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
21
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
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.
📈 Performance
Price History
+35.86%
1M
1Y
All Time
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$72,232.02
after 5 years
$168,740.5
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show moreTop holdings information is not yet available for this fund. For more information please visit the fund manager's website.
💰 Distributions
Payouts
💰 Annual Distribution Yield*
4.82%
💰 Annual Distribution Earnings Per $1,000 invested**
$48.17
💰 Most Recent Distribution Franked Percentage Estimate
7.91%
💰 Average Distribution Franked Percentage Estimate
49.52 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of INES, your last distribution payment(s) would have been:
$ 432.4
on Wed Jul 24 2024
$ 51.14
on Mon Jan 22 2024
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$0.16
7.91%
2023
$0.04
Infinity%
2022
$0.37
Infinity%
2021
$0.07
0.00%
2020
$0.01
73.80%
2019
$0.00
0.00%
2018
$0.00
0.00%
2017
$0.00
0.00%
2016
$0.00
0.00%
2015
$0.00
0.00%
💵 Costs
💼
0.97%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$3.41
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in INES
21
📊 Total Capital Earnings
$344K
🔃 Average investment frequency
30 weeks
💵 Average investment amount
$1,965
⏰ Last time a customer invested in INES
35 days
INES investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
54%
Less than 50k
25%
👶 Age of investors
18 - 25
26 - 34
43%
35 - 90
57%
🙋 Legal gender of investors
Female
52%
Male
48%
Pearlers who invest in INES also invest in...
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⛳️ DIVERSIFIED
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ETHI.AX was created on 2017-01-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that includes a portfolio of large global stocks identified as Climate Leaders that have also passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.
🙌 Performance (5Yr p.a)
13.22%
📊 Share price
$15.78 AUD
🌏 GLOBAL
🤖 TECHNOLOGY
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VESG.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Ethically Conscious International Shares Index ETF seeks to track the return of the FTSE Developed ex Australia Choice Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax
🙌 Performance (5Yr p.a)
14.40%
📊 Share price
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🤖 TECHNOLOGY
📈 HIGH PRICE GROWTH
🌏 GLOBAL
⛳️ DIVERSIFIED
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📊 Share price
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