IOOF WB Bal Gr-IOOF MultiMix

IOF0239AU

IOOF WB Bal Gr-IOOF MultiMix IOF0239AU Strategy

The Fund aims to be fully invested, providing a diversified investment exposure. The UMF generally gains its exposure through a mix of investment managers. The growth orientation of the UMF means it has a greater exposure to growth assets (such as Australian and international property and shares and alternative - growth), with a moderate exposure to defensive assets (such as cash, fixed interest and alternative - defensive).
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

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
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 Ordinaries9,178.0028.70-0.31%
CAC 408,121.0779.81-0.97%
DAX 4023,958.30160.59-0.67%
Dow JONES (US)47,562.8740.750.09%
FTSE 1009,717.2542.81-0.44%
HKSE25,906.65376.04-1.43%
NASDAQ23,724.96143.810.61%
Nikkei 22552,411.341,085.732.12%
NZX 50 Index13,548.3289.030.66%
S&P 5006,840.2017.860.26%
S&P/ASX 2008,881.9031.30-0.35%
SSE Composite Index3,954.7932.11-0.81%

Market Movers