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INES

Actively managedAustralian Shares

Intelligent Investor Ethical Share Fund - Active ETF

About this ETF

The primary objective of the Fund is to invest in a portfolio of undervalued stocks chosen on Environmental, Social and Governance (ESG) factors and financial criteria to achieve medium to long-term capital growth.

IssuerIntelligent Investor
Management fee (MER)0.97% p.a.
Inception date12 Jun 2019
BenchmarkS&P/ASX 200 TR AUD

Scout Score

41/100
Ranked #17 of 23 in active Australian Shares

An independent score calculated by ETF Scout across 6 real-data factors (cost, diversification, liquidity, fund strength, performance, income), ranked against other actively-managed funds in the same category. Tracking isn't scored, since active funds don't target an index.

Cost32
Diversification—
Liquidity37
Fund Strength57
Performance—
Income50

Strengths

No standout strengths relative to category peers.

Weaknesses

  • Higher fee — 0.97% p.a., more expensive than 68% of active Australian Shares funds.