IOOF Balanced Growth
IOF0232AU
IOOF Balanced Growth IOF0232AU Strategy
IOOF Balanced Growth generally gains its exposure to a diversified portfolio of investments through a mix of investment managers. IOOF Balanced Growth provides a mix of growth and defensive assets which is weighted towards growth-focused assets (e.g. shares), with moderate exposure to defensive assets (e.g. cash). A mix of passive, factor-based and active investment managers may be selected, providing differing, yet complementary, investment styles to achieve more consistent investment returns.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: August 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,059.70 | 30.80 | -0.34% |
| CAC 40 | 8,067.53 | 42.26 | -0.52% |
| DAX 40 | 23,949.11 | 183.30 | -0.76% |
| Dow JONES (US) | 47,085.24 | 251.44 | -0.53% |
| FTSE 100 | 9,714.96 | 13.59 | 0.14% |
| HKSE | 25,873.12 | 79.28 | -0.31% |
| NASDAQ | 23,348.64 | 486.09 | -2.04% |
| Nikkei 225 | 49,934.62 | 1,562.58 | -3.03% |
| NZX 50 Index | 13,620.98 | 15.02 | 0.11% |
| S&P 500 | 6,771.55 | 80.42 | -1.17% |
| S&P/ASX 200 | 8,790.50 | 19.30 | -0.22% |
| SSE Composite Index | 3,965.17 | 4.98 | 0.13% |