What your clients can invest in
IOOF offers a range of investment funds that are designed to align to your client’s needs and help them achieve their investment goals. We offer multi-manager funds through IOOF MultiMix Trusts (MultiMix) and we also have a specialist investment manager in Perennial Investment Partners Limited (Perennial).
IOOF MultiMix Trusts
IOOF's MultiMix Trusts simplify the investment selection process for you by providing access to a team of experienced investment professionals who are dedicated to identifying, blending and monitoring investment managers. IOOF MultiMix strives to improve your investment returns over the long term whilst achieving a diversified investment portfolio.
Click on the link below for more information on the nine MultiMix trusts available:
- IOOF MultiMix Capital Enhanced Trust
- IOOF MultiMix Conservative Growth Trust
- IOOF Moderate Growth Trust
- IOOF MultiMix Balanced Growth Trust
- IOOF MultiMix Hi Growth Trust
- IOOF MultiMix Cash Enhanced Trust
- IOOF MultiMix Diversified Fixed Interest Trust
- IOOF MultiMix Australian Shares Trust
- IOOF MultiMix International Shares Trust
Lonsec has rated the IOOF MultiMix Trusts as 'Recommended' and Chant West has awarded the IOOF MultiMix Trusts their four apples 'high quality' rating.
For more information, click here to view our investment philosophy.
* Lonsec has not rated the IOOF MultiMix Cash Enhanced Trust and the IOOF MultiMix Diversified Fixed Interest Trust because they don’t rate this style of product.
Perennial
Perennial is our specialist investment manager and one of the most respected managers in Australia. They offer a suite of investment products across a range of asset classes. They also form a core part of the IOOF MultiMix range of Trusts as they are one of the underlying managers used in many of our single-sector and diversified MultiMix Trusts.
Click here to visit the Perennial website.
The Lonsec Limited (Lonsec) ABN 56 061 751 102 rating (assigned December 2010) presented in this document is limited to general advice and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for researching the products(s) using comprehensive and objective criteria.
The Chant West ratings logo is a trademark of Chant West Pty Limited and used under licence. This is an overall rating awarded by Chant West, and different ratings may have been awarded to individual products.