Morningstar Investor users sign in here.

IOOF WB Income-Henderson

IOF0242AU

IOOF WB Income-Henderson IOF0242AU Strategy

The Fund aims to be fully invested, providing investment exposure to a portfolio of Australian income producing assets. The UMF provides investors with a highly diversified exposure to a wide range of cash, cash equivalent, fixed interest, and debt securities. These include those issued by banks and other corporations, mortgage and other asset backed securities and government bonds. The UMF may also allocate up to a maximum of 30% to high yielding securities when attractive opportunities are identified.
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

Australia Quarterly Economic Briefing June 2024

A few dominant forces are driving market sentiment.
funds

Listed Investment Companies monthly performance: July 2024

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 | June Quarter 2024

KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,364.30 3.10 0.04%
CAC 40 7,469.72 17.70 -0.24%
DAX 40 18,715.35 10.73 -0.06%
Dow JONES (US) 41,606.18 15.90 -0.04%
FTSE 100 8,278.80 31.06 -0.37%
HKSE 17,660.02 237.90 1.37%
NASDAQ 17,628.06 35.93 0.20%
Nikkei 225 36,380.17 176.95 0.49%
NZX 50 Index 12,586.98 84.97 -0.67%
S&P 500 5,634.58 1.49 0.03%
S&P/ASX 200 8,142.10 1.20 0.01%
SSE Composite Index 2,704.09 13.03 -0.48%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.05 0.00 6.25%
Sayona Mining Ltd SYA 0.03 0.00 8.33%
Red 5 Ltd RED 0.33 0.01 -1.52%
Telstra Group Ltd TLS 4.03 0.01 0.25%
Appen Ltd APX 1.68 0.07 4.04%
Resolute Mining Ltd RSG 0.71 0.02 -2.08%
Australian Vanadium Ltd AVL 0.02 0.00 0.00%
Core Lithium Ltd CXO 0.10 0.01 5.26%
Pilbara Minerals Ltd PLS 2.82 0.03 -1.05%
Zip Co Ltd ZIP 2.38 0.04 -1.65%