{"ticker": {"uuid": "6e4e0dba-7c6f-4c82-b700-903c34b43af4", "symbol": "IBC", "name": "Ironbark Balanced Income Limited", "exchange": "ASX", "asset_type": "equity"}, "latest_week": "2026-06-12", "summary": "IBC closed the latest completed week at 0.43 AUD. The 4-week return is 1.2% and the 12-week return is 1.4%. Trend Signal is active, Market Dynamics is 0.77.", "description": "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.", "setup_signature": "Balanced read", "composite_score": "66", "kpis": [{"label": "Latest Close", "value": "0.43 AUD", "hint": "2026-06-12"}, {"label": "1W Return", "value": "1.2%", "tone": "positive", "hint": "latest completed week"}, {"label": "4W Return", "value": "1.2%", "tone": "positive", "hint": "short-term follow-through"}, {"label": "12W Return", "value": "1.4%", "tone": "positive", "hint": "quarterly tape"}, {"label": "Trend Breadth", "value": "76.9%", "hint": "40 of 52 weeks active"}, {"label": "Volume Ratio", "value": "1.3x", "hint": "vs 13-week average"}], "classification": {"exchange": "ASX", "country": "AU", "sector": "Financial Services", "industry": "Asset Management", "currency": "AUD", "market_cap": "44.4M"}, "price": {"trend_line": "0.42 AUD", "fair_value": "0.41 AUD", "vs_trend": "2.5%", "vs_fair_value": "6.9%", "high_52": "0.44 AUD", "low_52": "0.40 AUD", "drawdown": "-2.0%", "range_position": "77.8%"}, "momentum": {"returns": [{"label": "1W", "value": 1.1627906976744196, "value_label": "1.2%", "tone": "positive", "width": 4}, {"label": "4W", "value": 1.1627906976744196, "value_label": "1.2%", "tone": "positive", "width": 4}, {"label": "12W", "value": 1.3986013986013999, "value_label": "1.4%", "tone": "positive", "width": 4}, {"label": "26W", "value": 4.4856782561700586, "value_label": "4.5%", "tone": "positive", "width": 12.81622358905731}, {"label": "52W", "value": 5.211220595277832, "value_label": "5.2%", "tone": "positive", "width": 14.889201700793805}], "trend_streak": 8, "active_weeks": 40, "active_breadth": "76.9%", "peer": {"scope": "AU Financial Services", "count": 160, "rank": 55, "percentile": 66.03773584905662, "avg_weekly_return": 0.4072760571222265}}, "setup": {"scores": [{"label": "Trend", "value": 70.0, "value_label": "70", "width": 70.0, "tone": "positive", "description": "Persistence of active Trend Signal over the last year and current streak."}, {"label": "Momentum", "value": 53.933159863392426, "value_label": "54", "width": 53.933159863392426, "tone": "neutral", "description": "Blend of 4-week and 12-week follow-through."}, {"label": "Dynamics", "value": 73.84488138776064, "value_label": "74", "width": 73.84488138776064, "tone": "positive", "description": "Latest Market Dynamics and whether pressure has improved over four weeks."}, {"label": "Relative Strength", "value": 56.11073815527148, "value_label": "56", "width": 56.11073815527148, "tone": "neutral", "description": "Relative leadership and short-term RS change."}, {"label": "Volume", "value": 53.130408361691785, "value_label": "53", "width": 53.130408361691785, "tone": "neutral", "description": "Participation compared with the 13-week volume baseline."}, {"label": "Risk Control", "value": 89.86232103636775, "value_label": "90", "width": 89.86232103636775, "tone": "positive", "description": "Drawdown and recent weekly volatility pressure."}], "timeline": [{"week": "27 Feb", "return": 0.0, "return_label": "0.0%", "tone": "neutral", "trend": true, "buy_signal": false, "positive_md": true, "height": 4}, {"week": "6 Mar", "return": 3.044572676972769, "return_label": "3.0%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 25.371438974773074}, {"week": "13 Mar", "return": -3.409067340199248, "return_label": "-3.4%", "tone": "negative", "trend": true, "buy_signal": false, "positive_md": true, "height": 28.408894501660402}, {"week": "20 Mar", "return": 2.3529243351831575, "return_label": "2.4%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 19.60770279319298}, {"week": "27 Mar", "return": -1.1494172494172539, "return_label": "-1.1%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": true, "height": 9.578477078477116}, {"week": "3 Apr", "return": -2.3255649434408037, "return_label": "-2.3%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 19.379707862006697}, {"week": "10 Apr", "return": 1.1904675681482977, "return_label": "1.2%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 9.920563067902481}, {"week": "17 Apr", "return": 1.176462167591572, "return_label": "1.2%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 9.803851396596434}, {"week": "24 Apr", "return": 1.1627824717204085, "return_label": "1.2%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": false, "height": 9.689853931003405}, {"week": "1 May", "return": 1.1494172494172539, "return_label": "1.1%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": false, "height": 9.578477078477116}, {"week": "8 May", "return": -1.1363557800664204, "return_label": "-1.1%", "tone": "negative", "trend": true, "buy_signal": false, "positive_md": true, "height": 9.469631500553504}, {"week": "15 May", "return": 0.2331002331002333, "return_label": "0.2%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 4}, {"week": "22 May", "return": 1.1627906976744196, "return_label": "1.2%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 9.689922480620163}, {"week": "29 May", "return": 1.1494252873563229, "return_label": "1.1%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 9.57854406130269}, {"week": "5 Jun", "return": -2.2727272727272747, "return_label": "-2.3%", "tone": "negative", "trend": true, "buy_signal": false, "positive_md": true, "height": 18.939393939393955}, {"week": "12 Jun", "return": 1.1627906976744196, "return_label": "1.2%", "tone": "positive", "trend": true, "buy_signal": false, "positive_md": true, "height": 9.689922480620163}]}, "groups": {"sector": {"scope": "AU Financial Services", "count": 100, "avg_weekly_return": 1.2852514226691798, "avg_four_week_return": -0.038953253751530754, "avg_twelve_week_return": 3.8286486250984435, "trend_breadth": 24.0, "positive_md_breadth": 43.0, "positive_rs_breadth": 39.0, "week_rank": null, "four_week_rank": null, "twelve_week_rank": null, "top_peers": [{"id": 24810, "symbol": "SDF", "name": "Steadfast Group Limited", "exchange": "ASX", "url": "/terminal/bdc7deb5-f77f-4862-8d25-6ce20c5611d8/report/", "weekly_return": 30.05050505050506, "weekly_return_label": "30.1%", "weekly_return_tone": "positive", "four_week_return": 28.428927680798022, "four_week_return_label": "28.4%", "four_week_return_tone": "positive", "twelve_week_return": 25.916870415647935, "twelve_week_return_label": "25.9%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": true, "positive_rs": true}, {"id": 22747, "symbol": "CPU", "name": "Computershare Limited", "exchange": "ASX", "url": "/terminal/1e38ad46-3cf2-4ecb-ae94-903ba51d973c/report/", "weekly_return": 5.496701975379329, "weekly_return_label": "5.5%", "weekly_return_tone": "positive", "four_week_return": 18.603147730930157, "four_week_return_label": "18.6%", "four_week_return_tone": "positive", "twelve_week_return": 33.17671846765449, "twelve_week_return_label": "33.2%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": true, "positive_rs": true}, {"id": 22332, "symbol": "AUB", "name": "AUB Group Limited", "exchange": "ASX", "url": "/terminal/a03cb98b-c207-4242-bf36-0ac3a34ef890/report/", "weekly_return": 11.669936673086973, "weekly_return_label": "11.7%", "weekly_return_tone": "positive", "four_week_return": 16.762530813475767, "four_week_return_label": "16.8%", "four_week_return_tone": "positive", "twelve_week_return": 25.863596102745813, "twelve_week_return_label": "25.9%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": true, "positive_rs": false}, {"id": 24700, "symbol": "RG1", "name": "Regal Partners Global Investments Limited", "exchange": "ASX", "url": "/terminal/98e1d689-f4bd-402a-af77-5d6d98c66d66/report/", "weekly_return": -3.0042918454935745, "weekly_return_label": "-3.0%", "weekly_return_tone": "negative", "four_week_return": 15.897435897435889, "four_week_return_label": "15.9%", "four_week_return_tone": "positive", "twelve_week_return": 15.897435897435889, "twelve_week_return_label": "15.9%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 23485, "symbol": "HGH", "name": "Heartland Group Holdings Limited", "exchange": "ASX", "url": "/terminal/8756a2da-46f2-49a9-89fc-92c660215dc5/report/", "weekly_return": -5.084745762711863, "weekly_return_label": "-5.1%", "weekly_return_tone": "negative", "four_week_return": 15.294117647058824, "four_week_return_label": "15.3%", "four_week_return_tone": "positive", "twelve_week_return": -1.5075376884422125, "twelve_week_return_label": "-1.5%", "twelve_week_return_tone": "negative", "trend_active": false, "positive_md": false, "positive_rs": true}]}, "industry": {"scope": "AU Asset Management", "count": 100, "avg_weekly_return": -0.5926487441206909, "avg_four_week_return": -2.3914583392418454, "avg_twelve_week_return": -0.8400921528095132, "trend_breadth": 24.0, "positive_md_breadth": 31.0, "positive_rs_breadth": 32.0, "week_rank": 26, "four_week_rank": 20, "twelve_week_rank": 37, "top_peers": [{"id": 24700, "symbol": "RG1", "name": "Regal Partners Global Investments Limited", "exchange": "ASX", "url": "/terminal/98e1d689-f4bd-402a-af77-5d6d98c66d66/report/", "weekly_return": -3.0042918454935745, "weekly_return_label": "-3.0%", "weekly_return_tone": "negative", "four_week_return": 15.897435897435889, "four_week_return_label": "15.9%", "four_week_return_tone": "positive", "twelve_week_return": 15.897435897435889, "twelve_week_return_label": "15.9%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 23148, "symbol": "EZL", "name": "Euroz Hartleys Group Limited", "exchange": "ASX", "url": "/terminal/c525fc99-2108-4b10-8829-853b61f36768/report/", "weekly_return": -1.9455252918287869, "weekly_return_label": "-1.9%", "weekly_return_tone": "negative", "four_week_return": 13.004484304932737, "four_week_return_label": "13.0%", "four_week_return_tone": "positive", "twelve_week_return": 7.6923076923077, "twelve_week_return_label": "7.7%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": false, "positive_rs": true}, {"id": 22568, "symbol": "CAF", "name": "Centrepoint Alliance Limited", "exchange": "ASX", "url": "/terminal/fd28880f-5c7b-489b-b732-a1374cf8c8df/report/", "weekly_return": 0.0, "weekly_return_label": "0.0%", "weekly_return_tone": "neutral", "four_week_return": 12.121212121212114, "four_week_return_label": "12.1%", "four_week_return_tone": "positive", "twelve_week_return": 2.7777777777777803, "twelve_week_return_label": "2.8%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": false, "positive_rs": false}, {"id": 24017, "symbol": "MFG", "name": "Magellan Financial Group Limited", "exchange": "ASX", "url": "/terminal/d99a2550-473f-4775-9ef5-3c1fe8f16fba/report/", "weekly_return": 9.803921568627446, "weekly_return_label": "9.8%", "weekly_return_tone": "positive", "four_week_return": 10.69767441860465, "four_week_return_label": "10.7%", "four_week_return_tone": "positive", "twelve_week_return": -5.084745762711862, "twelve_week_return_label": "-5.1%", "twelve_week_return_tone": "negative", "trend_active": false, "positive_md": false, "positive_rs": true}, {"id": 25166, "symbol": "TVL", "name": "Touch Ventures Limited", "exchange": "ASX", "url": "/terminal/d1edf3e7-4061-4da0-a6eb-43a48884c62a/report/", "weekly_return": 3.174603174603177, "weekly_return_label": "3.2%", "weekly_return_tone": "positive", "four_week_return": 8.333333333333341, "four_week_return_label": "8.3%", "four_week_return_tone": "positive", "twelve_week_return": 3.174603174603177, "twelve_week_return_label": "3.2%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": false, "positive_rs": false}]}}, "dynamics": {"market_dynamics": "0.77", "market_dynamics_tone": "positive", "md_4_change": "125.9%", "relative_strength": "2.80", "rs_4_change": "-28.5%", "expectation": "Negative", "expectation_probability": "28.98%"}, "volume": {"latest": "187.4K", "average_13": "148.1K", "average_52": "205.9K", "ratio_13": "1.3x", "ratio_52": "0.9x"}, "risk": {"volatility_13": "1.4%", "volatility_52": "1.3%", "downside_weeks": 16, "upside_weeks": 21, "downside_breadth": "30.8%", "average_gain": "1.3%", "average_loss": "-1.4%"}, "signals": [{"label": "Trend Signal", "value": "Active", "tone": "positive"}, {"label": "Market Dynamics", "value": "No fresh buy", "tone": "neutral"}, {"label": "Price vs Trend", "value": "2.5%", "tone": "positive"}, {"label": "Volume", "value": "1.3x", "tone": "neutral"}], "opportunities": ["Trend Signal is active with a 8-week active streak.", "Price is above the Trend Line, keeping the weekly tape constructive.", "Price is above Fair Value, showing premium demand versus the model.", "Market Dynamics is positive on the latest completed week."], "risks": ["No major top-level risk cluster is currently dominant."], "watch_points": ["Price is close to its 52-week high; watch for continuation or exhaustion.", "Trend Line remains the key weekly regime level.", "Market Dynamics is the pressure gauge to monitor for confirmation or fade.", "A volume ratio above 1.5x would show stronger participation in the next move."], "recent_rows": [{"week": "2026-06-12", "close": "0.43 AUD", "weekly_return": 1.1627906976744196, "weekly_return_label": "1.2%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.41 AUD", "market_dynamics": "0.77", "relative_strength": "2.80", "volume": "187.4K", "trend_signal": "On"}, {"week": "2026-06-05", "close": "0.43 AUD", "weekly_return": -2.2727272727272747, "weekly_return_label": "-2.3%", "weekly_return_tone": "negative", "trend_line": "0.42 AUD", "fair_value": "0.41 AUD", "market_dynamics": "0.68", "relative_strength": "3.77", "volume": "30.1K", "trend_signal": "On"}, {"week": "2026-05-29", "close": "0.44 AUD", "weekly_return": 1.1494252873563229, "weekly_return_label": "1.1%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.41 AUD", "market_dynamics": "0.69", "relative_strength": "4.96", "volume": "278.4K", "trend_signal": "On"}, {"week": "2026-05-22", "close": "0.43 AUD", "weekly_return": 1.1627906976744196, "weekly_return_label": "1.2%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.41 AUD", "market_dynamics": "0.56", "relative_strength": "4.72", "volume": "87.3K", "trend_signal": "On"}, {"week": "2026-05-15", "close": "0.43 AUD", "weekly_return": 0.2331002331002333, "weekly_return_label": "0.2%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.41 AUD", "market_dynamics": "0.34", "relative_strength": "3.91", "volume": "46.8K", "trend_signal": "On"}, {"week": "2026-05-08", "close": "0.43 AUD", "weekly_return": -1.1363557800664204, "weekly_return_label": "-1.1%", "weekly_return_tone": "negative", "trend_line": "0.42 AUD", "fair_value": "0.41 AUD", "market_dynamics": "0.10", "relative_strength": "2.33", "volume": "101.6K", "trend_signal": "On"}, {"week": "2026-05-01", "close": "0.43 AUD", "weekly_return": 1.1494172494172539, "weekly_return_label": "1.1%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "-0.16", "relative_strength": "3.66", "volume": "189.7K", "trend_signal": "On"}, {"week": "2026-04-24", "close": "0.43 AUD", "weekly_return": 1.1627824717204085, "weekly_return_label": "1.2%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "-0.57", "relative_strength": "1.82", "volume": "54.9K", "trend_signal": "On"}, {"week": "2026-04-17", "close": "0.42 AUD", "weekly_return": 1.176462167591572, "weekly_return_label": "1.2%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "-0.47", "relative_strength": "-1.21", "volume": "54.5K", "trend_signal": "Off"}, {"week": "2026-04-10", "close": "0.42 AUD", "weekly_return": 1.1904675681482977, "weekly_return_label": "1.2%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "-0.21", "relative_strength": "-2.62", "volume": "283.0K", "trend_signal": "Off"}, {"week": "2026-04-03", "close": "0.41 AUD", "weekly_return": -2.3255649434408037, "weekly_return_label": "-2.3%", "weekly_return_tone": "negative", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "-0.10", "relative_strength": "0.31", "volume": "284.2K", "trend_signal": "Off"}, {"week": "2026-03-27", "close": "0.42 AUD", "weekly_return": -1.1494172494172539, "weekly_return_label": "-1.1%", "weekly_return_tone": "negative", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "0.33", "relative_strength": "3.25", "volume": "325.8K", "trend_signal": "Off"}, {"week": "2026-03-20", "close": "0.43 AUD", "weekly_return": 2.3529243351831575, "weekly_return_label": "2.4%", "weekly_return_tone": "positive", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "0.27", "relative_strength": "5.46", "volume": "1.8K", "trend_signal": "On"}, {"week": "2026-03-13", "close": "0.42 AUD", "weekly_return": -3.409067340199248, "weekly_return_label": "-3.4%", "weekly_return_tone": "negative", "trend_line": "0.42 AUD", "fair_value": "0.40 AUD", "market_dynamics": "0.19", "relative_strength": "0.77", "volume": "122.8K", "trend_signal": "On"}], "chart_url": "/terminal/6e4e0dba-7c6f-4c82-b700-903c34b43af4/", "api_path": "/terminal/6e4e0dba-7c6f-4c82-b700-903c34b43af4/report/api/"}