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Ioof Wealthbuilder Balanced Fund (0P000079NF)

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4.263 +0.005    +0.11%
27/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 122.39M
Type:  Fund
Market:  Australia
Issuer:  IOOF Group
ISIN:  AU60IOF00109 
Asset Class:  Equity
IOOF WealthBuilder Balanced Fund 4.263 +0.005 +0.11%

0P000079NF Overview

 
Find basic information about the Ioof Wealthbuilder Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000079NF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.91%
Prev. Close4.258
Risk Rating
TTM Yield0%
ROEN/A
IssuerIOOF Group
TurnoverN/A
ROAN/A
Inception DateSep 01, 1994
Total Assets122.39M
ExpensesN/A
Min. Investment2,000
Market CapN/A
CategoryMultisector Growth
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Ioof Wealthbuilder Balanced Fund Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1068 1010 1124 1114 1221 1594
Fund Return 6.78% 1.02% 12.36% 3.68% 4.08% 4.77%
Place in category 39 46 38 14 28 11
% in Category 60 58 57 22 56 29

Top Equity Funds by Australian Unity Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  IOOF Balanced Investor Trust 4.56B 10.58 6.33 7.66
  Strategic Australian Equity Fund 2.91B 10.74 8.99 8.63
  IOOF MultiSeries 70 2.08B 10.67 6.23 7.46
  IOOF MultiMix Balanced Growth Trust 1.96B 9.93 5.41 7.82
  IOOF MultiMix Growth Trust 859.92M 11.82 5.91 8.89

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 22.75B 9.19 6.46 8.18
  Sunsuper Balanced 16.92B 9.22 6.52 8.22
  Vanguard Growth Index Fund AU 11.79B 11.04 4.93 7.64
  North Index Balanced 5.05B 10.82 5.15 7.35
  Ipac Select Index Balanced 5.05B 10.82 5.15 7.35

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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