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IBAL
iShares Balanced Esg ETF
🇦🇺 ASX
🌏 GLOBAL
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 6.74%
Annual Growth
3 years average annual capital growth
💰
3.92%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
2
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
+21.46%
1M
1Y
All Time
Graph
Table
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
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Updated as of 17 October 2025
Industry Exposure
📙 Other
100%
Country Exposure
🇺🇸 United States
47%
🇦🇺 Australia
36%
🇯🇵 Japan
4%
🇬🇧 United Kingdom of Great Britain and Northern Ireland
2%
🇨🇦 Canada
2%
🇨🇭 Switzerland
2%
🇫🇷 France
1%
🇳🇱 Netherlands
1%
🇩🇰 Denmark
1%
🇳🇿 New Zealand
1%
🇩🇪 Germany
1%
🇸🇪 Sweden
1%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
3.92%
💰 Annual Distribution Earnings Per $1,000 invested**
$39.16
💰 Most Recent Distribution Franked Percentage Estimate
1.31%
💰 Average Distribution Franked Percentage Estimate
16.35 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of IBAL, your last distribution payment(s) would have been:
$ 220.64
on Fri Jul 11 2025
$ 64.97
on Tue Apr 29 2025
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.99
0.66%
2024
$1.01
2.27%
2023
$0.56
2.61%
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
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🍃 Environmental, Social and Governance scores ℹ️
🌳
Environmental Score
87
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
⚖️
Governance Score
71
An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.
🤓 Advanced information
Technical Info
💰 Price*
$30.90
💰 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
2
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
9 weeks
💵 Average investment amount
$47,797
⏰ Last time a customer invested in IBAL
10 days
IBAL investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
Less than 50k
100%
👶 Age of investors
18 - 25
26 - 34
35 - 90
100%
🙋 Legal gender of investors
Female
50%
Male
50%
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Social Score
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An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.