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.
Research context
Ironbark Capital Limited appears in PyInvesting’s Australia Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- AUD
- Sector
- Financial Services
- Industry
- Asset Management
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5 years, 6 months ago
Ironbark Capital Limited is currently in a long term uptrend where the price is trading 1.5% above its 200 day moving average.
From a valuation standpoint, the stock is 85.1% cheaper than other stocks from the Financial Services sector with a price to sales ratio of 7.9.
Ironbark Capital Limited's total revenue rose by 279.7% to $5M since the same quarter in the previous year.
Its net income has increased by 251.9% to $4M since the same quarter in the previous year.
Finally, its free cash flow fell by 106.4% to $-94K since the same quarter in the previous year.
Based on the above factors, Ironbark Capital Limited gets an overall score of 4/5.