IISV Fund Strategy

What is the strategy of the Intelligent Investor Select Value Share Fund

Tom Wilson avatar
Written by Tom Wilson
Updated over a week ago

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The Intelligent Investor Select Value Share Fund (Managed Fund) is an Exchange Traded Managed Fund designed for long-term investors focused on capital growth.

Portfolio constituents will be a diversified portfolio of listed Australian and international equities that are:

  • Undervalued,

  • High growth where we believe earnings will grow faster for longer than the market expects,

  • Have had slower and more stable earnings growth that has been excessively discounted for temporary reasons resulting in a depressed valuation.

The Fund portfolio will be selected based on the Intelligent Investor’s value investing research process.

The holdings of the fund are published on the ASX monthly, and can be found on the IISV product page here by navigating beyond the performance chart to Key Facts > Announcements under 'IISV Portfolio Update'.

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