IOOF Multi Investment Manager Trust
Please note, the IOOF Multi Investment Manager Trust (MIM Trust) has been removed from the market and is no longer open for investment. The majority of the Multi Investment Manager Funds (MIM Funds), within the MIM Trust, were wound up effective close of business 28 April 2008. Please refer to the new range of IOOF MultiMix Trusts, launched on 29 April 2008.
- Managed Trust offering a range of multi investment manager options (referred to as MIM Funds).
- We diversify your portfolio by selecting the fund managers for you.
- Available through the Pursuit and IOOF Portfolio Service superannuation and investment platforms.
- Choice of five sectoral funds and four diversified funds.
- Track your investment online via IOOF's portfolio management tool, Portfolio Online.
Each MIM Fund, Diversified Fund or Sectoral Fund referred to on this webpage and in the Product Disclosure Statement is a pool of investments within the IOOF Multi Investment Manager Trust. Investors who want to access the MIM Funds can only do so through the Pursuit and IOOF Portfolio Service superannuation and investment platforms.
The IOOF Multi Investment Manager Trust is the central investment vehicle for the MIM Funds choices. It provides exposure to assets such as equities, fixed interest, property and cash, and may also invest in some non-traditional assets, such as private equity. The Trust gains its exposure to these investments through a range of investment managers, listed or unlisted unit trusts and direct holdings.
- The Diversified Funds provide access to a spread of different asset classes to meet particular investment objectives. The mix of asset classes varies depending on the respective risk and return objectives.
- The Sectoral Funds provide access to specific asset classes through a range of investment managers, for example, Australian or international shares.
Fund information
Fund options
You can split your MIM investment across the different funds in this table in order to suit your preferred investment objectives.
Seek professional financial advice if you are not sure about which fund(s) are most appropriate for you.
| Fund Name | Objective | Risk/Return Profile |
|---|---|---|
| IOOF MIM Capital Enhanced Fund | To provide a low risk investment over the short to medium term, by investing predominantly in defensive assets | Low |
| IOOF MIM Conservative Growth Fund | To achieve some capital growth over the medium term by investing in defensive assets with some growth asset exposure | Low to Medium |
| IOOF MIM Balanced Growth Fund | To achieve capital growth over the medium to long term by investing predominantly in growth assets with some defensive asset exposure | Medium to high |
| IOOF MIM Hi Growth Fund | To achieve capital growth over the long term by investing predominantly in growth assets | High |
| IOOF MIM Australian Liquids Fund | To provide a low risk stable investment return over the short term by investing via one or more specialist cash managers | Low |
| IOOF MIM Diversified Fixed Interest Fund | To provide a low to medium risk investment return over the medium term by investing via a range of specialist fixed interest fund managers and some direct investment holdings | Low to medium |
| IOOF MIM Australian Equities Fund | To achieve capital growth over the long term by investing predominantly in Australian growth assets | High |
| IOOF MIM Boutique Australian Equities Fund | To achieve capital growth over the long term by investing via boutique Australian equities fund managers | High |
| IOOF MIM International Equities | To achieve capital growth over the long term by investing via specialist international equities fund managers | High |
More information about the MIM funds and quarterly fund performance data is available on the Documents and Forms page.
How to invest
Investments in the IOOF Multi Investment Manager Trust Funds can only be made through the Pursuit and IOOF Portfolio Service superannuation and investment platforms
Unit pricing discretions
The Constitution of the IOOF MIM Trust allows the Responsible Entity to exercise discretions (e.g. determining transaction costs and rounding) which may affect unit pricing. Additional information in relation to such discretions is now available to investors, at no charge, by contacting one of our Investor Services Officers on 1800 002 217 or emailing clientservices@ioof.com.au.
Responsible Entity:
IOOF Investment Management Limited
ABN 53 006 695 021
AFSL 230524
IOOF - Your Investment Guardians