Products that are closed to new investors
Personal Investment Products
IOOF's investment products offer a diverse range of wealth accumulation options that cover wholesale and retail managed funds, including diversified and sectoral investment fund options, a tax effective investment vehicle and a portfolio administration service.
Select a particular product for more information about that product.
| Product Name | Type | Description | Minimum Initial Investment |
|---|---|---|---|
| Pursuit Core Investment Service | Investment Portfolio Adminstration Service | The Pursuit Core Investment Service offers you an easy and convenient way to invest. When you invest through this service you gain access to over 35 carefully selected managed funds across a range of asset classes. You simply choose the investments, and we do the rest. Your investment can be used for anything from simple saving plans to long-term wealth creation for the future. | $2,000 per account |
| Pursuit Select Investment Service | Investment Portfolio Adminstration Service | The Pursuit Select Investment Service offers you a comprehensive investment management and administration service to help you achieve your financial goals. When you invest you gain access to over 180 managed funds. Your investments through the Pursuit Select Investment Service can be used for anything from simple wealth creation to meeting longer-term retirement plans. Let us take the hassle out of investing while you retain control and begin working towards achieving your financial goals. | $10,000 per account (without regular savings plan) $2,500 per account (with regular savings plan) |
| IOOF Flexi Trust | Retail Managed Fund | IOOF Flexi Trust offers a diverse range of retail unit trusts (managed funds). Seven different fund options are available, ranging from a lower risk cash and fixed interest option to the Australian and International equity options, which offer stronger investment growth over the longer term. | $2,000 per Fund (without regular savings plan) $500 per Fund (with regular savings plan) |
| IOOF WealthBuilder | Tax effective savings vehicle | IOOF WealthBuilder (WealthBuilder) offers a simple way to build and grow your wealth through the convenience of a tax paid investment. | $2,000 per policy (without regular savings plan) $500 per policy (with regular savings plan) |
| IOOF Portfolio Service Investments | Investment Portfolio Adminstration Service | A transaction and portfolio administration service providing access to wholesale managed funds from over 25 leading fund managers. The service enables you and your adviser to construct and manage your own portfolio of managed funds without the substantial administrative, record-keeping and reporting burden usually associated with managing an investment portfolio. | $10,000 per account (without regular savings plan) $2,500 per account (with regular savings plan) |
| IOOF MultiMix Trusts | Managed Funds (Multi Manager) | The IOOF MultiMix Trusts comprises four sectoral and five diversified investment offerings. These options provide additional diversification whilst simplifying the investment selection process by representing a blend of specialist investment managers and investment styles. | Available through the Pursuit and IOOF Portfolio Service platforms (refer above) OR for direct investment, $25,000 per Trust. |
| IOOF Multi Series Balanced Trust | Managed Fund (Multi Manager) | The IOOF Multi Series Balanced Trust (the Trust) is a diversified multi manager unit trust, offering access to a blend of specially selected investment managers across multiple asset classes. The Trust offers a mix of of both index and active investment managers providing differing yet complimentary investment styles within a single trust portfolio. | Available through the Pursuit and IOOF Portfolio Service platforms. |
| Perennial Wholesale Trusts | Managed Funds | The Perennial Wholesale Trusts are a range of managed funds. Information about the Perennial Wholesale Trusts (formerly the IOOF/Perennial Wholesale Trusts) is stored on the Perennial Investment Partners web site. |
IOOF - Your Investment Guardians