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
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
funds
Listed Investment Companies monthly performance: October 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
Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,888.30 | 0.00 | 0.00% |
| CAC 40 | 8,074.61 | 22.39 | -0.28% |
| DAX 40 | 23,710.86 | 121.42 | 0.51% |
| Dow JONES (US) | 47,474.46 | 185.13 | 0.39% |
| FTSE 100 | 9,701.80 | 0.73 | -0.01% |
| HKSE | 25,906.18 | 188.87 | -0.72% |
| NASDAQ | 23,413.67 | 137.75 | 0.59% |
| Nikkei 225 | 49,687.05 | 383.60 | 0.78% |
| NZX 50 Index | 13,524.64 | 21.87 | 0.16% |
| S&P 500 | 6,829.37 | 16.74 | 0.25% |
| S&P/ASX 200 | 8,590.80 | 0.50 | 0.01% |
| SSE Composite Index | 3,892.35 | 5.36 | -0.14% |