Intelligent Investor lists new fund on ASX

Intelligent Investor managed fund

Intelligent Investor has unveiled a new managed fund set to list on the ASX in October which will focus on capital growth above ASX200 index.

Intelligent Investor has launched a new fund, which will list on the Australian Securities Exchange (ASX) in October.

The company said its new Australian Equities Growth Fund (IIGF) was designed for long-term investors focused on capital growth and aimed to achieve a return of 2 per cent a year above the S&P/ASX 200 Accumulation Index over five-year rolling periods.

The IIGF portfolio would achieve this by “combining deeply discounted large-cap cyclicals with small caps that could become tomorrow’s undiscovered leaders”, it said.

IIGF portfolio manager Nathan Bell noted value and growth were the new fund’s key drivers, with its holdings reflecting IIGF’s preference for “deep-value stocks”. The significant growth of these stocks combined with their relatively low share prices made them an ideal choice for investors in a post-COVID-19 environment, Bell said.

He also highlighted the fund’s focus on investing in owner/manager businesses as a highly reliable way for IIGF to outperform the market.

“The owner/managers’ ability to increase competitive advantages during a downturn has been instrumental in these companies taking market share off competitors that have pulled back on critical investments and marketing during COVID,” he said.

The IIGF portfolio is the third investment vehicle from Intelligent Investor to be listed on the ASX, following the recent listing of its Ethical Share Fund and Australian Equity Income Fund.

“The decision to list all three funds on the ASX recognises that many investors favour the benefits of holding listed investments – including greater portfolio transparency, fewer fees, better liquidity when buying/selling and potential tax advantages – over less streamlined, off-market structures,” the company said.

In April, research conducted by Investment Trends revealed SMSF investors have been slower to adopt the use of managed accounts within their investment portfolio as their general usage has continued to climb.


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