Key features and benefits

Some of the key features and benefits of IOOF Portfolio Service Investment Service include:

The investment menu

We believe in ensuring that the IOOF Portfolio Service provides an easy to manage and comprehensive selection of investment choices. We conduct regular and extensive research to ensure the latest investment options, quality investment managers and the right mix of investment options are available.

As a result the investment list offers:

  • term deposits and a wide range of managed funds from leading local and global fund managers
  • a selection of funds within each asset class
  • options that incorporate the latest in investment trends, provided they are considered appropriate for inclusion on the list.

Investment strategies

The investment options are categorised as follows:

  • Easy Choice - offers a range of IOOF multi-manager diversified and sectoral trusts.
  • Premier Investor Choice - complements our existing Easy Choice investment selection by providing a suite of screened managers who offer high conviction, quality investments with significantly low management fees.
  • Investor Choice - offers term deposits and a wide range of sector or asset class specific managed funds.

Fee aggregation

Fee aggregation gives you and your family the ability to link multiple IOOF Portfolio Service accounts (conditions apply) for the purpose of calculating the Administration Fee payable. This can mean a potential reduction in the Administration Fee payable by all ‘linked’ members/investors. This is another way that we can help you lower the cost of managing your investments.

See the Offer Document for more information on IOOF Portfolio Service Investments or the IOOF Portfolio Service investment options menu for the current list of investment options available to you.