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Intelligent Investor Ethical Share Fund - Active ETF

INESInvestSMARTLast updated: Dec 25

What INES does

The Intelligent Investor Ethical Share Fund - Active ETF (INES) is designed for investors who want to invest in Australian companies while adhering to ethical standards. This ETF actively selects shares based on ethical criteria, avoiding industries such as tobacco, gambling, and fossil fuels. Managed by InvestSMART, the fund aims to balance financial returns with positive social and environmental impact. With a management fee of 0.97%, INES offers a way to invest in a portfolio of ethically screened Australian shares, providing an option for those who wish to align their investments with their personal values.

Management Fee

0.97%

Distribution Yield

0.70%

Fund Under Management

$78M

-1.8M

Monthly Liquidity

2.66%

Spread

0.46%

Last Price

...

Product Type

Active

Monthly fund flows

Monthly Flow

$-1.75M

12-Month Flow

$-5.67M

Trading Activity

Transacted Value

$2M

Volume

552,801

Number of Trades

141

Monthly Liquidity

2.66%

Performance

1 Month

0.00%

1 Year

12.51%

3 Year

10.54%

5 Year

8.79%

Total Return

Share Price Chart

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