INE
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INES - Quarterly Report - March 2026
15 April 2026
This is a quarterly update for the Intelligent Investor Australian Ethical Share Fund (ASX: INES) as of 31 March 2026, not a traditional company earnings announcement. The fund underperformed its S&P/ASX 200 benchmark significantly, declining 14.5% over 3 months versus -1.6% for the index, driven by a sharp selloff in quality stocks despite many holdings reporting 15-30% earnings growth. Management believes the fund is now attractively valued relative to an overvalued market and positioned for potential outperformance over the next decade. Key points: Distribution yield of 0.83% with NAV of $3.23 per unit; Long-term performance since inception (11 June 2019) of 7.0% p.a., matching the benchmark despite recent underperformance; Fund is internationally diversified with exposure to quality businesses in defensive sectors including healthcare, infrastructure, insurance broking, and payments
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INES - Quarterly Report - March 2026
This is a quarterly update for the Intelligent Investor Australian Ethical Share Fund (ASX: INES) as of 31 March 2026, not a traditional company earnings announcement. The fund underperformed its S&P/ASX 200 benchmark significantly, declining 14.5% over 3 months versus -1.6% for the index, driven by a sharp selloff in quality stocks despite many holdings reporting 15-30% earnings growth. Management believes the fund is now attractively valued relative to an overvalued market and positioned for potential outperformance over the next decade. Key points: Distribution yield of 0.83% with NAV of $3.23 per unit; Long-term performance since inception (11 June 2019) of 7.0% p.a., matching the benchmark despite recent underperformance; Fund is internationally diversified with exposure to quality businesses in defensive sectors including healthcare, infrastructure, insurance broking, and payments
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