IBC Ironbark Balanced Income Limited
Ironbark Balanced Income Limited is an closed-end balanced mutual fund launched and advised by Kaplan Funds Management Pty Ltd. The fund has an income emphasis and invests in the public equity and fixed income markets in Australia. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in various companies listed on the Australian stock exchanges. The fund seeks to benchmark its performance against RBA Cash Rate +3% p.a. (after management fees) and pays a quarterly dividend. Previously Ironbark Capital Limited was formed in March 1987 and is domiciled in Australia.
Returns
| 1 day | -2.3% |
| 1 week | -3.4% |
| 1 month | -1.2% |
| 3 months | -2.3% |
| 6 months | -2.3% |
| 1 year | -7.7% |
| 3 years | -7.7% |
Risk
| Volatility (1y ann.) | 14.4% |
| Beta vs ASX 200 | 0.15 |
| Sharpe (1y) | -0.76 |
| VaR 95% (1-day) | -1.2% |
| Max drawdown (1y) | -7.8% |
| Off 1-year high | -6.7% |
Technicals
| RSI(14) | 25 OS |
| vs 50DMA | -3.5% |
| vs 200DMA | -3.3% |
| Trend | Golden cross |
Hover a row's info icon for the exact rule. Bounds and weights are configurable in the Django admin (Scoring configuration).
- Revenue$4.02M
- Gross profit—
- Operating income—
- Net income$2.89M
- Diluted EPS—
- Free cash flow$4.98M
- Net debt-$4.69M