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Ibbotson WS Balanced Trust

INT0004:AU
0.7849
AUD
0.0009
0.12%
As of 12/13/2017
Fund Type
Unit Trust
52Wk Range
0.7507 - 0.7962
1 Yr Return
9.56%
YTD Return
8.06%
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Previous Close
0.7858
52Wk Range
0.7507 - 0.7962
1 Yr Return
9.35%
YTD Return
8.06%
Fund Type
Unit Trust
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 12/13/2017)
0.78487
Total Assets (m AUD) (on 10/31/2017)
230.919
Inception Date
05/11/2001
Last Dividend (on 09/29/2017)
0.00368428
Dividend Indicated Gross Yield
1.88%
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
0.00%
Expense Ratio
0.00%
Profile
Ibbotson WS Balanced Trust is a unit trust incorporated in Australia. The Fund's investment objective aims to earn a rate of return that exceeds CPI increases by at least 2.5% pa over rolling 5-year periods.
Address
Ibbotson Associates Australia Ltd
Level 36, Australia Square
264 George Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9276-4550