Intelligent Investor Funds
Everything you need to know about the ASX listed Intelligent Investor Funds
125 articles
Intelligent Investor Funds Overview
A brief rundown on the investments that Intelligent Investor offers
- What are Intelligent Investor funds (ETFs)?What are the actively managed Intelligent Investor funds and ETFs?
- How to Buy Units of INES, INIF, IIGF & IISV on the ASXWant to buy more INES, INIF, IIGF, IISV? How can I buy more Intelligent Investor ETFs?
- How to complete the application form for the secondary offerI have a HIN how do I apply for INES or IIGF or INIF or IISV? The secondary offer for Intelligent Investor
- Key dates & issue prices for historic offers for INIF, IIGF, INES & IISVWhat were the issue price for the offer in Intelligent Investor previous?
- How to Sell Units of INES, IISV, INIF, and IIGF on the ASXWant to sell your INES, INIF, IIGF? How can I sell my Intelligent Investor ETFs?
- How can I see my Intelligent Investor investment?How to view or manage your INES, IIGF, INIF, IISV holdings and units.
- How do I set up my distribution reinvestment preferences?Intelligent Investor fund ETF dividend or distributions settings or partial dividends. DRP and dividend reinvest.
- Who is the share registry/What is a share registry?Intelligent Investor funds are listed on the ASX, and can therefore be managed via the share registry.
- Updating your e-mail addressChange the email address associated with your Intelligent Investor or Eureka report account
- Updating or amending your information post listingHow to make changes to your Intelligent Investor funds after an offer period
- Intelligent Investor Tax HubDo you hold or own an Intelligent Investor ETF?
- Why does the unit price and net asset value differ from time to time?
- How to download Distribution StatementsFor Intelligent Investor Distribution Statements
- Annualised Returns: What are they?Understand annualised returns: what they are, how they work, why they are used, and how they can differ from your individual return.
- Does the fund pay dividends and will they be franked?
- How do I see what these funds are holding?
- What is the management fee?
- Are the Intelligent Investor funds listed investment companies (LICs)?
- How can I move my investment to my brokerage account?
- How will you communicate with me about my investment in the fund?
- How do I get a replacement for my distribution payment?
Intelligent Investor Funds: Secondary Offers
Everything you need to know about the current IIGF secondary offer
- When & how will I be notified of my allotment?I've applied for units in the offer, when will I be notified of how many I received?
- Does the issue of new units affect the current price of the Fund?Does adding more units to the Fund affect the price and existing unit holders?
- How to complete the application form for the offerI have a HIN, how do I apply for units in the offer?
- What is Account designation on the application?What do I enter into Account Designation
- How can I resume my application for units?I need to resume my application, where can I find it?
- I want to change the amount on my applicationWant to invest more or less than you have put on your application for units?
- Why can't I enter the initial investment amount?How to correctly enter the amount to invest in the offer
- What are the benefits of participating in a secondary offer?Should I buy units on the market or via the secondary offer?
- Will my allocation be scaled back?Will I get all the units I apply for in the offer?
- Can I add my HIN after funding my investment?Forgot to add your HIN to your application or found your HIN after submitting? We can help.
- How will I see my new units?You've applied for units in the secondary offer, how will you see them?
- How do I set up my dividend preferences?Want to set up a dividend reinvestment plan or make sure your dividends are paid out?
- How do I add my bank details & tax file number?Want to add or check your bank and TFN information after your units have been allotted? The share registry is the place to go.
- What Information is needed during the application?What information do I need to provide when applying for units in the Intelligent Investor Funds?
- How liquid is the Fund? And how easily can I buy/sell units?How often does the Fund trade on the ASX and is it easy to get in and out?
- I can't make the webinarWill the webinar be available to listen to via the website after this time?
- Can't I buy the Intelligent Investor funds on the market? Isn't this a listed fund? Advantages/DisadvantagesWhat are the advantages of purchasing shares in this share issue vs buying shares on the ASX
- Why have my units been issued under an SRN?Security Reference Number (SRN) - why do I have one? How can I move the units?
- Key dates & prices for historic offersCost base information for Intelligent Investor Secondary Raises
- Is this a new fund?
- How liquid is the fund & how easily can I buy/sell units in the future?
- What will the listing price be?
- How will the new funds be invested? Will this drive up the prices of the current investments?
- Do I need to be a member to invest in the Intelligent Investor funds?
- How do I find my HIN?
- Can I put in an overseas mailing address?
- Can I fund with more or less than I put on my application?
- When do I need to transfer funds?
- How do I transfer funds?
- How do I add/amend my bank and tax details?You will need to add your tax information and bank details via the share registry.
- How can I move my investment to my brokerage account?
- How do I amend or change my name the holding is under?
Intelligent Investor Growth Fund (ASX:IIGF)
Everything you need to know about investing, applying or understanding the Intelligent Investor Growth Fund - ASX IIGF
- Can't I buy IIGF on the market? Isn't this a listed fund? Advantages/DisadvantagesWhat are the advantages of purchasing shares in this share issue vs buying shares on the ASX?
- What's the difference between the InvestSMART Growth and Intelligent Investor Growth?Are the InvestSMART Growth and Intelligent Investor Growth the same?
- What is my Holder Identification Number (HIN)?Everything you need to know about linking your holding in ASX:IIGF to your share trading account.
- Do I need to be a member to invest in the Intelligent Investor Growth Fund?Everything you need to know about who can invest in ASX:IIGF.
- Where to find my Tax and Holding Statements for Intelligent Investor Funds?Tax & Holding Statements for INIF, INES, IIGF & IISV
- Where can I see the holdings in the Intelligent Investor Growth Fund?What shares or companies are in IIGF? Everything you need to know to continue seeing exactly what holdings have been selected for ASX:IIGF.
- Once my units are listed, how do I buy more or sell?Everything you need to know about trading Intelligent Investor Funds after an offer period has closed.
- Is there a limit on the size of a company in the Intelligent Investor Growth Fund?Everything you need to know about the mandated market capitalisation for positions within ASX:IIGF
- What is the minimum investment amount for the Growth Fund, ASX:IIGF?
- Does the Intelligent Investor Growth Fund have any Performance Fees?Cost to invest in IIGF, management fees and performance fees.
- Will the Intelligent Investor Growth Fund (ASX:IIGF) pay a dividend?Dividends, income, distributions and franking credits for IIGF.
- Are any of the Intelligent Investor funds a Listed Investment Company (LIC)?Understanding the structure of the Funds - LIC vs EQMF vs ETF
- What is the buy/sell spread for the Intelligent Investor Growth Fund (ASX:IIGF)?Understanding the buy/sell spread for the Growth Fund.
- Where will the NAV be published for Intelligent Investor Growth Fund (ASX:IIGF)?How to find the NAV for the Growth Fund?
- Does Intelligent Investor Growth Fund (ASX:IIGF) have a DRP option?Everything you need to know about the dividend reinvestment plan.
Intelligent Investor Australian Equity Income Fund (ASX: INIF)
Everything you need to know about investing, applying or understanding the Intelligent Investor Australian Equity Income Fund (ASX: INIF)
- Where can I see the holdings in the Intelligent Investor Australian Equity Income Fund (ASX: INIF)?What are the holdings in INIF? How can I see the INIF asset allocation?
- Does the Intelligent Investor Equity Income Fund (ASX: INIF) pay a dividend?Dividends, income, distributions and franking credits for INIF
- Do I need to be a member to invest in the Intelligent Investor Equity Income Fund INIF?Everything you need to know about who can invest in ASX: INIF
Education
Defining some key principles that you may come across on the Intelligent Investor site
- What is value investing?Value investing explained
- How to understand Intelligent Investor recommendationsUnderstanding our recommendations
- What are Exchange Traded Funds (ETFs)?What are ETFs?
- What is the difference between passively and actively investing?Passive vs. active investing strategies
- Why invest in Exchange Traded Funds (ETFs)?Benefits of investing in ETFs
- What is the difference between an Exchange Quoted Managed Funds (EQMFs) and Exchange Traded Funds (ETFs)?
- What are some of the key features of an Exchange Traded Fund (ETF)?
- How do you invest in an Exchange Traded Fund (ETF)?
- Things to look out for when investing in Exchange Traded Funds (ETFs):
- What are some of the main benefits of Exchange Traded Funds (ETFs)?
- What is an annuity?
- How do Annuities work?
- What are the types of annuity available?
- Who buys and sells annuities?
- What are the pros and cons of investing in annuities?
- Why invest in an Active ETF or Exchange Quoted Managed Fund (EQMF) ?
- What paperwork is needed to invest in an Active ETFs?
- What is the difference between Active ETFs and Exchange Traded Funds (ETFs)?
- How do you invest in an Active ETF or Exchanged Quoted Managed Fund (EQMF)?
- What are the key features of an Active ETF or Exchanged Quoted Managed Fund (EQMF)?
- What are the main benefits of an Active ETF or Exchanged Quoted Managed Fund (EQMF)?
- Things to look out for when investing in Active ETFs or Exchanged Quoted Managed Fund (EQMFs):
- At what price do investors buy or sell units in Active ETFs?
- How liquid are Active ETFs?
- What are the risks of Active ETF or Exchanged Quoted Managed Fund (EQMF)?
- Do Active ETFs have minimum initial investments?
- What happens when I invest in an Active ETF or Exchanged Quoted Managed Fund (EQMF)?
- What is the difference between an Active ETF and a traditional unlisted managed fund?
- How are Active ETFs different to Listed Investment Companies (LICs)?
- What is the difference between an Active ETFs and a listed managed fund?
- What is the difference between an Active ETF and a quoted managed fund?
- What is the difference between an Exchange Traded Managed Funds (ETMFs) and an Active ETF?
- What is the difference between an Exchange Quoted Managed Funds (EQMFs) and an Active ETF?
- What are EQMFs?
- What are ETMFs?
- What are listed funds?
- What are quoted funds?
- Can I margin lend into an Active ETF?
- What is a managed fund?
- How do you invest in a managed fund?
- What are the benefits of investing in a managed fund?
- How do investors make money from managed funds?
- What is the difference between an Exchange Traded Fund (ETF) and a traditional managed fund?