IBAL
Asset Logo

iShares Balanced Esg ETF

🇦🇺 ASX

Compare
Add to watchlist
👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual growth

💰

3.47%
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 .

🌐 Website

📈 Performance

Price History

N/A

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

Show more
iShares Core MSCI Wld Ex Aus ESG ETF
21.50%

Updated as of 25 October 2024

Industry Exposure
📙 Other
100%

💰 Distributions

Payouts

💰 Annual Distribution Yield*

3.47%

💰 Annual Distribution Earnings Per $1,000 invested**

$34.69

💰 Most Recent Distribution Franked Percentage Estimate

19.42%

💰 Average Distribution Franked Percentage Estimate

19.72 %

💰 Distribution reinvestment

Learn more

* 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:

$ 65.9

on Tue Oct 29 2024

$ 191.1

on Thu Jul 11 2024

*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

2024

$1.01

6.47%

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%

2015

$0.00

0.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

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
64

A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution

🕊️

Social Score
81

An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.

⚖️

Governance Score
61

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*

$28.77

💰 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

Pearlers who invest in IBAL also invest in...

Vanguard MSCI Index International Shares ETF

VGS

VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.

🙌 Performance (5Yr p.a)

12.86%

📊 Share price

$129.54 AUD

🌏 GLOBAL

⛳️ DIVERSIFIED

🤖 TECHNOLOGY

📈 HIGH PRICE GROWTH

Find Out More

FAIR.AX was created on 2017-11-27 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that includes Australian companies that have passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.

🙌 Performance (5Yr p.a)

2.63%

📊 Share price

$20.56 AUD

🇦🇺 AUSTRALIA

💸 FINANCIALS

⛳️ DIVERSIFIED

VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.

🙌 Performance (5Yr p.a)

3.71%

📊 Share price

$66.50 AUD

🌏 GLOBAL

⛳️ DIVERSIFIED

ETHI.AX was created on 2017-01-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that includes a portfolio of large global stocks identified as Climate Leaders that have also passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.

🙌 Performance (5Yr p.a)

13.00%

📊 Share price

$15.13 AUD

🇦🇺 EX AUSTRALIA

📈 HIGH PRICE GROWTH

⛳️ DIVERSIFIED

🤖 TECHNOLOGY

MOAT.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The VanEck Morningstar Wide Moat ETF seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar Wide Moat Focus Index.

🙌 Performance (5Yr p.a)

12.80%

📊 Share price

$125.87 AUD

🇺🇸 UNITED STATES

💸 FINANCIALS

🩺 HEALTH CARE

🤖 TECHNOLOGY

📈 HIGH PRICE GROWTH

Want more shares? Try these...

Ironbark Capital Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales and currently employs 0 full-time employees. Ironbark Capital Limited is an investment company. The firm operates in the securities industry, primarily in Australia. The firm invests in securities and fixed income securities. The firm's investment objective is to provide investment return averaging the one-year swap rate plus 6% over time with an emphasis on income generation and the manager’s focus is to deliver consistent returns and a fully franked dividend yield from the portfolio. The firm's portfolio includes investments in sectors, such as banks; hybrids and corporate bonds; materials and energy; property; financial services; communication services, and utilities and infrastructure. The portfolio emphasizes income generation and will typically invest in buy and write strategies, property trusts, utilities, infrastructure, hybrids, corporate bonds and fixed interest securities. Kaplan Funds Management Pty Limited is the investment manager of the Company.

🙌 Performance (5Yr p.a)

-1.60%

📊 Share price

$0.46 AUD

💰 HIGH DIVIDEND

Ironbark Zinc Ltd. engages in the exploration and evaluation of gold and zinc properties. The company is headquartered in Subiaco, Western Australia. The company went IPO on 2006-08-16. The firm is focused on developing its Citronen Zinc-Lead Project in Greenland. Its projects include Citronen Zinc-Lead Project, Fiery Creek Project and Captains Flat Project. Its Citronen Zinc-Lead Project lies within the Paleozoic Franklinian Basin in northern Greenland. Its Fiery Creek Project consists of the historic Fiery Creek and Macanally gold and copper that extend for over seven kilometers (km). The company holds over 50% interest in Captains Flat Project, which is located over 50 km southeast of Canberra in New South Wales and covers an area of 31 square kilometers south of the old mining town of Captains Flat. The company has an agreement to acquire an 80% interest in exploration permit minerals (EPMs) 14694 (Simon Project) and 11898 (Anderson Project) in Mt Isa, Queensland. The company also owns the Perseverance Li-REE/Nb Projects in Brazil.

🙌 Performance (5Yr p.a)

-15.71%

📊 Share price

$0.00 AUD

⛏️ MINING

Compare
Add to watchlist