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Ioof Balanced Growth (0P00012FH8)

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2.047 -0.002    -0.10%
20/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60IOF02329 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.58B
IOOF Balanced Investor Trust 2.047 -0.002 -0.10%

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 Change16.29%
Prev. Close2.049
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 1106 1017 1186 1202 1403 2091
Fund Return 10.58% 1.68% 18.55% 6.33% 7% 7.66%
Place in category 69 89 114 12 14 6
% in Category 47 58 69 9 11 5

Top Equity Funds by Insignia Financial Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategic Australian Equity Fund 2.88B 10.74 8.99 8.63
  IOOF MultiSeries 70 2.11B 10.67 6.23 7.46
  IOOF MultiMix Balanced Growth Trust 1.96B 9.93 5.41 7.82
  IOOF MultiMix Growth Trust 863.2M 11.82 5.91 8.89
  Strategic Global Property Fund 755.44M 11.05 0.92 6.46

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 22.75B 9.19 6.46 8.18
  Sunsuper Balanced 16.92B 9.22 6.52 8.22
  Vanguard Growth Index Fund AU 11.76B 11.04 4.93 7.64
  Ipac Select Index Balanced 5.05B 10.82 5.15 7.35
  North Index Balanced 5.05B 10.82 5.15 7.35

Top Holdings

Name ISIN Weight % Last Change %
Multi Series Ws Australian Equities Trust - 26.97 - -
Multi Series Ws International Equities Trust - 24.29 - -
Multi Series Wholesale Alternative Defensive Trust - 7.79 - -
Ioof Income Trust - Class C - 6.04 - -
Multi Series Ws Fixed Income Trust - 5.87 - -

Technical Summary

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