iShares Balanced ESG ETF
BlackRock (iShares) · Since 2022
Annual fee
0.22%
$22/yr per $10,000
Fund size
$24.65M
AUD
Dividend yield
3.97%
Quarterly · approx. as at Q2 2026
Holdings
7
companies
Next estimated distribution: ~June 2026 (estimated, not guaranteed; confirm with the fund manager). Distribution calendar → · View full distribution history →
iShares Balanced ESG ETF provides diversified exposure to shares and fixed income investments selected according to environmental, social and governance criteria. The fund aims to balance growth and income through a mixed portfolio approach. With a MER of 0.22% per year, it offers low-cost access to ESG-focused assets. General information only, not financial advice.
Based on publicly available fund data. General information only, not a recommendation to buy or sell.
Strengths
Watch out for
| Company | Weight |
|---|---|
| iShares Core MSCI Wrld ex Austrlia | 24.4% |
| iShares Treasury ETF | 15.5% |
| iShares Core MSCI Australia ESG | 14.7% |
| iShares Global Aggregate Bond ESG (AUD Hedged) ETF | 12.9% |
| iShares Yield Plus ETF | 12.8% |
| iShares Core Corporate Bond ETF | 6.8% |
| Cash and Cash Equivalents (AUD) | 0.1% |
See how IBAL combines with your other ETFs: Stock X-Ray →
| Sector | Weight |
|---|---|
| Other | 64.8% |
| Fixed Income | 22.3% |
| Cash & Equivalents | 0.1% |
| Country | Weight |
|---|---|
| {'display': '69.45', 'raw': 69.45} | 24.4% |
| {'display': '97.08', 'raw': 97.08} | 15.5% |
| {'display': '30.07', 'raw': 30.07} | 14.7% |
| {'display': '96.73', 'raw': 96.73} | 12.9% |
| {'display': '99.21', 'raw': 99.21} | 12.8% |
| {'display': '94.41', 'raw': 94.41} | 6.8% |
| {'display': '100.00', 'raw': 100} | 0.1% |
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Find near-twins of IBAL →General information only, not financial advice. ETFLens does not hold an AFSL. Always read the relevant PDS and consider seeking advice from a licensed financial adviser.
iShares Balanced ESG ETF provides diversified exposure to shares and fixed income investments selected according to environmental, social and governance criteria. General information only, not financial advice.
IBAL's annual management fee is 0.22% per year ($22 per $10,000 invested). General information only, not financial advice.
IBAL pays distributions quarterly. Distributions are not guaranteed and will vary. General information only, not financial advice.