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Investors Mutual Equity Income Fund - Complex ETF (ASX: EQIN) - Share Price and Research

- Current share price for EQIN : $3.800

Investors Mutual Equity Income Fund - Complex ETF (EQIN) is an Exchange Traded Fund - commonly known as an ETF. For more details about how ETFs work, feel free to check out our What is an ETF? overview. Investors Mutual Equity Income Fund - Complex ETF (EQIN) focuses on providing investors with a reliable, and relatively high, income stream, as well as capital growth, with lower volatility than the ASX 300. It does this by investing in high yielding listed Australian and NZ companies and hybrids, as well as conservative options trading to take advantage of the share market's natural volatility.

General Information

Investors Mutual Equity Income Complex ETF
Investors Mutual Limited
Australia Equity Income
S&P/ASX 200 TR AUD
star
Not Rated
Investment Fund
28 Aug 2025
$518.28 million (as at 31 Dec 2025)
$3.8 (as at 16 Mar 2026)

EQIN ETF performance (28 Feb 2026)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 2.77 3.95 1.7 - - - - -
Growth return -0.78 2.82 1.68 - - - - -
Income return (Yield) 3.55 1.13 0.02 - - - - -

Market index (S&P/ASX 200 TR AUD)
Total return 4.11 7.34 4.07 16.19 13.02 12.22 10.78 10.76

Asset Allocation (28 Feb 2026)

Australian Equities 82.17%
International Equities 0%
Cash 17.83%
Property & Infrastructure 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The Fund will invest in a diversified portfolio of quality ASX listed Australian shares, hybrids, bought and sold options and cash.
The Fund will invest in a diversified portfolio of quality ASX listed Australian shares, hybrids, bought and sold options and cash.

Offer information

MER 0.90% (as at 25 Aug 2025)
Savings plan comments
Redemption comments

Top 10 holdings (as at 28 Feb 2026)

Holding Type % of Portfolio
BHP Group Ltd 9.99%
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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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Data shown on this website is sourced by Morningstar
© Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only.