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IBAL
Description
Description
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 .
ASX
ETF - A bundle of shares
Global
Performance
Performance
$30.55
AUD
▲ $5.11 (20.09%)
30th November 2025, 12:00 a.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
Quick facts
Quick facts
▲ 6.20% Growth
3 years average annual growth
▲ 2.51% Dividends
5 year average dividend yield
$ 500 minimum investment
Due to regulatory requirements
$68,256.44 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
IWLD (iShares Core MSCI Wld Ex Aus ESG ETF)
24%
IGB (iShares Treasury ETF)
17%
IESG (iShares Core MSCI Australia ESG ETF)
15%
Top country exposure
United States
47%
Australia
36%
Japan
4%
Top industry exposure
Other
100%
Communication
0%
See details about holdings & exposure
Distributions
Distributions
Annual dividend yield
3.92%
Average franked amount
16.15%
5 year avg. dividend yield (p.a.)
2.51%
Dividend reinvestment
Highest franked amount
36.41%
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.22% p.a.
Calculate your costs and discover ways to reduce your fees
Calculate
ESG
ESG
87.15
Environmental score
79.6
Social score
69.91
Governance score
Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
0.22
Inception date
2022-08-15
Community insights
Community insights
General statistics
2 investors hold IBAL
9 weeks average time between investments
$47,797 average holding per investor
13 hours last community investment
Demographics
Income of investors
Less than 50k
100%
50k - 100k
0%
100k - 150k
0%
150k - 200k
0%
More than 200k
0%
Age of investors
35-90 years old
100%
18-25 years old
0%
26-34 years old
0%
Legal gender of investors
50% male
50% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 3 November 2025, and may have changed since.
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