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
It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
funds
Chart of the Week: Active or Passive? The results may surprise you
Why manager selection still matters.
funds
New Zealand ESG Funds draw bumper inflows in Q2 2026
Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,903.50 | 44.30 | 0.50% |
| CAC 40 | 7,874.05 | 39.95 | 0.51% |
| DAX 40 | 25,441.35 | 187.14 | 0.74% |
| Dow JONES (US) | 51,267.90 | 90.94 | 0.18% |
| FTSE 100 | 10,577.25 | 79.31 | 0.76% |
| HKSE | 24,280.56 | 240.22 | 1.00% |
| NASDAQ | 27,477.31 | 286.45 | 1.05% |
| Nikkei 225 | 70,683.98 | 737.12 | 1.05% |
| NZX 50 Index | 13,700.12 | 1.10 | 0.01% |
| S&P 500 | 7,773.95 | 51.23 | 0.66% |
| S&P/ASX 200 | 8,735.70 | 49.30 | 0.57% |
| SSE Composite Index | 3,842.19 | 11.74 | 0.31% |