IOOF Portfolio Service Investments

IOOF Portfolio Service Investments (the Service) is a transaction and portfolio administration service providing you with access to term deposits and a diverse range of wholesale managed funds.  The Service enables you and your adviser to manage your own portfolio without the substantial administrative, record-keeping and reporting burden usually associated with managing an investment portfolio.

The investment options available through the Service are managed by a range of leading investment managers and include diversified and sectoral fund options across various asset classes including shares, property, fixed interest and cash.

Some of the highlights of the Service are:

  • $10,000 minimum initial investment (or $2,500 with a regular savings plan).
  • Suited to individual and joint investors, partnerships, trusts, companies and self managed super funds.
  • Access to term deposits and a comprehensive range of managed funds across all asset classes and a range of styles, generally at wholesale prices.
  • Simple, easy reporting via IOOF Portfolio Service's single product administration interface.
  • You can track your investment online via IOOF's portfolio management tool, Portfolio Online.

See the Offer Document for more information on IOOF Portfolio Service Investments.