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Ioof Balanced Growth (0P00012FH8)

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2.044 -0.010    -0.54%
19/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60IOF02329 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.58B
IOOF Balanced Investor Trust 2.044 -0.010 -0.54%

0P00012FH8 Overview

 
Find basic information about the Ioof Balanced Growth mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00012FH8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.77%
Prev. Close2.055
Risk Rating
TTM Yield0%
ROE1.34%
IssuerN/A
TurnoverN/A
ROA - 0.03%
Inception DateDec 16, 2013
Total Assets4.58B
ExpensesN/A
Min. Investment50,000
Market Cap18.17B
CategoryMultisector Growth
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Ioof Balanced Growth Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1134 1038 1171 1224 1411 2128
Fund Return 13.42% 3.83% 17.06% 6.96% 7.12% 7.85%
Place in category 87 109 108 15 13 10
% in Category 56 69 68 12 10 10

Top Equity Funds by Insignia Financial Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategic Australian Equity Fund 2.88B 14.63 10.94 9.46
  IOOF MultiSeries 70 2.11B 13.53 6.89 7.65
  IOOF MultiMix Balanced Growth Trust 1.96B 12.89 6.10 8.01
  IOOF MultiMix Growth Trust 863.2M 15.37 6.73 9.13
  Strategic Global Property Fund 755.44M 14.24 1.24 6.45

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 23.55B 12.00 7.03 8.40
  Sunsuper Balanced 17.66B 12.02 7.07 8.44
  Vanguard Growth Index Fund AU 12.19B 14.71 5.77 7.89
  North Index Balanced 5.19B 14.24 5.87 7.62
  Ipac Select Index Balanced 5.19B 14.24 5.87 7.62

Top Holdings

Name ISIN Weight % Last Change %
Multi Series Ws Australian Equities Trust - 26.60 - -
Multi Series Ws International Equities Trust - 25.16 - -
Multi Series Wholesale Alternative Defensive Trust - 7.83 - -
Ioof Income Trust - Class C - 6.01 - -
Multi Series Wholesale Alternative Growth Trust - 5.77 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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