What is a Managed Fund?
Managed funds provide investors with the opportunity to pool money with other investors. The pool of monies is then professionally managed according to the investment objective and style of each fund.
IOOF Portfolio Service Investments
- Investment Portfolio Adminstration Service.
- $10,000 initial investment per account, or $2,500 with a regular savings plan.
- Diversify your portfolio by selecting from a wide range of term deposits and over 180 managed funds from over 25 leading fund managers
- Simplify your reporting via IOOF Portfolio Service's single product adminstration interface.
- Track your investment online via IOOF's portfolio management tool, Portfolio Online.
IOOF Portfolio Service Investments is a portfolio adminstration service that can provide investors with access to a diverse range of wholesale managed fund options - without the considerable administrative burden usually associated with managing a large and diverse managed fund portfolio.
The investment options available through the IOOF Portfolio Service are managed by a range of leading investment managers, and cover a range of diversified and sectoral fund options across varied asset classes including shares, property, fixed interest and cash.
The IOOF Portfolio Service Investment Menu
IOOF believes in ensuring the investment options offered by products within IOOF Portfolio Service is in effect a "live" and manageable list of available investments, providing investors with a fully comprehensive selection of investment options. We conduct regular and extensive research to ensure the latest fund options, quality investment managers and the right mix of funds are available.
As a result the investment list offers:
- over 180 managed funds from over 25 leading local and global fund managers,
- a selection of funds within each asset class, and
- options that incorporate the latest in investment thinking such as long-short Australian equity, small cap and Asia equities funds.
Investment strategies
The investment options can be categorised as follows:
- Easy Choice - offers a range of IOOF multi-manager diversified and sectoral Trusts.
- Investor Choice - offers term deposits and a wide range of managed funds across Cash, Australian Fixed Interest, Global International Fixed Interest, Australian Shares Global Shares, Property, Infrastructure, Commodities, Alternative Investments and Diversified - Conservative, Balanced, Growth.
More information about the investment categories is available in the Investment Strategies Booklet, Part 2 of the IOOF Portfolio Service Investments Product Disclosure Statement.
How to invest
Before making a decision to invest in IOOF Portfolio Service Investments you should:
- understand this investment and how it may benefit you, and
- understand how this investment operates and the associated risks.
Then you can: - make your investment choices, and
- complete the application process.
This investment process and all related information is clearly explained in the IOOF Portfolio Service Investments Product Disclosure Statement, Parts 1 and 2.
You should read all parts of the Product Disclosure Statement before choosing to invest in IOOF Portfolio Service Investments, and we recommend that you seek professional advice when determining the specific investment categories that you would like to include in your investment strategy.
IOOF - Your Investment Guardians