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: July 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: June 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 | 9,086.40 | 34.10 | -0.37% |
| CAC 40 | 7,734.84 | 60.06 | 0.78% |
| DAX 40 | 23,807.13 | 210.15 | 0.89% |
| Dow JONES (US) | 45,514.95 | 114.09 | 0.25% |
| FTSE 100 | 9,221.44 | 13.23 | 0.14% |
| HKSE | 26,005.29 | 371.38 | 1.45% |
| NASDAQ | 21,798.70 | 98.31 | 0.45% |
| Nikkei 225 | 43,732.80 | 88.99 | 0.20% |
| NZX 50 Index | 13,213.12 | 68.02 | -0.51% |
| S&P 500 | 6,495.15 | 13.65 | 0.21% |
| S&P/ASX 200 | 8,807.80 | 33.10 | -0.37% |
| SSE Composite Index | 3,830.00 | 3.16 | 0.08% |