IOOF MultiMix

MultiMix is a suite of multi-manager funds. This essentially means that, in each fund, we’ve selected a number of specialist investment managers to manage different elements of the portfolio.

A detailed explanation of how multi-manager funds work can be found here.

The IOOF MultiMix suite is divided into two categories:

Single-sector funds

As the name suggests, each fund invests in a single asset class. For example, the IOOF MultiMix Australian Shares Trust only invests in Australian shares, however we have chosen seven different managers to do this. Each manager specialises in a certain type of investing and together, they create a portfolio designed to extract the best possible return from the Australian market while managing downside risk.

Diversified funds

Diversified funds invest across a range of asset classes. For example, the IOOF MultiMix Balanced Growth Trust invests in:

  • Australian shares
  • international shares
  • fixed interest
  • cash
  • property
  • alternative debt and equity

Each asset class is managed by a number of different specialist managers.

Diversified funds make it easy to invest in a well-constructed, well-diversified portfolio of assets that is managed and monitored on a daily basis. And there is a range of diversified funds that are set up to cater for different risk appetites, from defensive to high growth.

More information

  • Click here  for a detailed explanation of how multi-manager funds work.
  • Click here  for more detail on the underlying managers within the MultiMix trusts.
  • Click here  for more information on the research ratings for MultiMix.

Lonsec has not rated the IOOF MultiMix Cash Enhanced Trust and the IOOF MultiMix Diversified Fixed Interest Trust because it does not rate cash or fixed interest multi-manager funds.

LonsecThe 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.

Chant WestThe 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.

CanstarCANSTAR CANNEX has awarded its five star outstanding value rating to the IOOF MultiMix International Shares Trust and the IOOF MultiMix Australian Shares Trust.