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Ioof Balanced Growth (0P00012FH8)

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Condition

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2.078 +0.001    +0.06%
11/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 4.58B
Type:  Fund
Market:  Australia
Issuer:  IOOF Group
ISIN:  AU60IOF02329 
Asset Class:  Equity
IOOF Balanced Investor Trust 2.078 +0.001 +0.06%

0P00012FH8 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the IOOF Balanced Investor Trust (0P00012FH8) fund. Our IOOF Balanced Investor Trust portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Condition

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Status

Name  Net %  Long %  Short %
Cash 2.160 2.160 0.000
Other 98.170 98.170 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.963 16.833
Price to Book 1.470 2.100
Price to Sales 10.072 2.135
Price to Cash Flow 27.973 9.932
Dividend Yield 3.422 3.154
5 Years Earnings Growth 10.267 9.882

Sector Allocation

Name  Net % Category Average
Cash 2.052 7.271
Derivative 0.105 7.876

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name ISIN Weight % Last Change %
Multi Series Ws Australian Equities Trust - 26.60 - -
Multi Series Ws International Equities Trust - 25.16 - -
Multi Series Wholesale Alternative Defensive Trust - 7.83 - -
Ioof Income Trust - Class C - 6.01 - -
Multi Series Wholesale Alternative Growth Trust - 5.77 - -
Multi Series Ws Fixed Income Trust - 5.76 - -
Ioof Mim Property Plus - 4.74 - -
Optimix Wholesale Global Emerging Markets Share Trust - 4.19 - -
Wm Pool - Fixed Interest Trust No 18 - 3.08 - -
Wm Pool - Fixed Interest Trust No.5 - 2.88 - -

Top Equity Funds by Insignia Financial Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategic Australian Equity Fund 2.88B 10.74 8.99 8.63
  IOOF MultiSeries 70 2.11B 10.67 6.23 7.46
  IOOF MultiMix Balanced Growth Trust 1.96B 9.93 5.41 7.82
  IOOF MultiMix Growth Trust 863.2M 11.82 5.91 8.89
  Strategic Global Property Fund 755.44M 11.05 0.92 6.46
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