IOOF Balanced Growth
IOF0232AU
IOOF Balanced Growth IOF0232AU Strategy
IOOF Balanced Growth generally gains its exposure to a diversified portfolio of investments through a mix of investment managers. IOOF Balanced Growth provides a mix of growth and defensive assets which is weighted towards growth-focused assets (e.g. shares), with moderate exposure to defensive assets (e.g. cash). A mix of passive, factor-based and active investment managers may be selected, providing differing, yet complementary, investment styles to achieve more consistent investment returns.
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
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,788.70 | 3.60 | 0.04% |
| CAC 40 | 8,007.62 | 115.94 | 1.47% |
| DAX 40 | 21,902.42 | 316.49 | 1.47% |
| Dow JONES (US) | 44,747.63 | 125.65 | -0.28% |
| FTSE 100 | 8,727.28 | 103.99 | 1.21% |
| HKSE | 21,067.52 | 175.90 | 0.84% |
| NASDAQ | 19,791.99 | 99.66 | 0.51% |
| Nikkei 225 | 38,893.65 | 172.88 | -0.44% |
| NZX 50 Index | 12,887.02 | 42.43 | 0.33% |
| S&P 500 | 6,083.57 | 22.09 | 0.36% |
| S&P/ASX 200 | 8,520.30 | 0.40 | -0.00% |
| SSE Composite Index | 3,296.59 | 25.93 | 0.79% |