IOOF WB Australian Shares Geared - Fst Sntr - Managed Fund

The objective of the IOOF WB Australian Shares Geared - Fst Sntr managed fund is To grow the value of your investment over the long-term by investing in a UMF providing exposure to geared Australian shares. The UMF aims to magnify long-term returns from capital growth by borrowing to invest in large Australian companies and to outperform the S&P/ASX 100 Accumulation Index over rolling seven year periods before fees and taxes.

The strategy of the IOOF WB Australian Shares Geared - Fst Sntr managed fund is The Fund aims to be fully invested, providing investment exposure to geared Australian shares. The UMF generally invests in large, high quality companies with strong balance sheets and earnings. The UMF utilises gearing to magnify returns from the underlying investments, whether they are gains or losses. The UMF predominantly invests in Australian companies.

The APIR code of the IOOF WB Australian Shares Geared - Fst Sntr managed fund is IOF0245AU.

IOOF WB Australian Shares Geared - Fst Sntr’s total return last month was 1.93%. This was made up of a growth return of 1.93% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

IOOF WB Australian Shares Geared - Fst Sntr’s total return for the last three months was 9.71%. This was made up of a growth return of 9.71% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

IOOF WB Australian Shares Geared - Fst Sntr’s one-year total return is 17.88%. This was made up of a growth return of 17.88% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

IOOF WB Australian Shares Geared - Fst Sntr’s one-year total return is 18.99%. This was made up of a growth return of 18.99% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the IOOF WB Australian Shares Geared - Fst Sntr managed fund is :

The Responsible Entity for the IOOF WB Australian Shares Geared - Fst Sntr managed fund is IOOF Limited.

The IOOF WB Australian Shares Geared - Fst Sntr managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 30 Jun 2025, the size of the IOOF WB Australian Shares Geared - Fst Sntr managed fund was $24.62 million.

The IOOF WB Australian Shares Geared - Fst Sntr managed fund has an inception date of 16 Dec 2015.

The current entry price of the IOOF WB Australian Shares Geared - Fst Sntr managed fund is $3.2767 per unit and the current exit price is $3.2477 per unit (as at 16 Sep 2025).

The current exit price of the IOOF WB Australian Shares Geared - Fst Sntr managed fund is $3.2477 per unit and the current entry price is $3.2767 per unit (as at 16 Sep 2025).

The minimum initial investment amount for the IOOF WB Australian Shares Geared - Fst Sntr managed fund is $500.