IBAL
🇦🇺 ASX
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual capital growth
💰
0.98%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
0
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation .
📈 Performance
Price History
N/A
1M
All Time
Graph
Table
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ISHARES TREASURY ETF
22.07%
ISHARES GLOBAL AGGREGATE BON SYD
10.83%
ISHARES YIELD PLUS ETF SYD
8.89%
ISHARES CORE CORPORATE BOND SYD
7.40%
AUD CASH
0.03%
Updated as of 23 May 2023
Industry Exposure
📙 Other
100%
Country Exposure
🇦🇺 Australia
100%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
0.98%
💰 Annual Distribution Earnings Per $1,000 invested**
$9.82
💰 Most Recent Distribution Franked Percentage Estimate
30.21%
💰 Average Distribution Franked Percentage Estimate
26.82 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.00
0.00%
2024
$0.00
0.00%
2023
$0.17
30.21%
2022
$0.08
13.83%
2021
$0.00
0.00%
2020
$0.00
0.00%
2019
$0.00
0.00%
2018
$0.00
0.00%
2017
$0.00
0.00%
2016
$0.00
0.00%
💵 Costs
💼
0.22%
Management Fee
Included in unit price, not charged by Pearler
💸
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Technical Info
💰 Price*
$25.93
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in IBAL
0
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in IBAL
N/A
IBAL investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
Less than 50k
👶 Age of investors
18 - 25
26 - 34
35 - 90
🙋 Legal gender of investors
Female
Male
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📊 Share price
