YHD - Delayed Quote AUD

IOOF Balanced Investor Trust (40275.AX)

1.2500 0.0000 (0.00%)
At close: June 28 at 6:07:38 PM EDT
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DELL
  • Previous Close 1.2500
  • YTD Return 1.25%
  • Expense Ratio 0.00%
  • Category Multisector Growth
  • Last Cap Gain 0.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.46B
  • Beta (5Y Monthly) --
  • Yield 4.66%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.00
  • Inception Date Dec 16, 2013

The trust generally gains its exposure to a diversified portfolio of investments through a mix of investment managers.

IOOF Group

Fund Family

Multisector Growth

Fund Category

2.46B

Net Assets

2013-12-16

Inception Date

More about IOOF Balanced Investor Trust

Performance Overview: 40275.AX

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Trailing returns as of 4/30/2016. Category is Multisector Growth.

YTD Return

40275.AX
1.25%
Category
2.34%
 

1-Year Return

40275.AX
0.80%
Category
10.76%
 

3-Year Return

40275.AX
0.00%
Category
6.69%
 

5-Year Return

40275.AX
0.00%
Category
8.95%
 

Holdings: 40275.AX

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Sector Weightings

Sector40275.AX
Real Estate   0.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Financial Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
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Recent News: 40275.AX

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Research Reports: 40275.AX

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