INIF is basically a listed version of the Intelligent Investor...

  1. 2,072 Posts.
    lightbulb Created with Sketch. 19
    INIF is basically a listed version of  the Intelligent Investor equity income fund
    here is the performance over the past 2 yrs

    PERFORMANCE TO 31 MAY 2018 1 MONTH 3 MONTH 6 MONTH 1 YEAR 2 YEAR(P.A) SI*(P.A)
    1 Intelligent Investor Equity Income 1.17% -0.05% 0.52% 6.59% 8.96% 11.60%
    2 S&P ASX 200 Accumulation Index 1.09% 1.08% 2.81% 9.63% 10.36% 8.10%
    3 Excess to Benchmark 0.08% -1.13% -2.29% -3.04% -1.40%

    ho hum,
    like most "equity income" funds,   underperforming the index.
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.