Compare the IOOF Pursuit investment products

The table below highlights the difference between the Core and Select investment service models:

  IOOF Pursuit Core IOOF Pursuit Select
Investment strategies
  • Easy Choice
  • Investor Choice
  • Easy Choice
  • Premier Investment Choice
  • Investor Choice
  • Direct Share Choice
Managed funds Over 35 Around 180
Term deposits

Yes

Yes

Listed securities

No

Yes

Minimum entry

$2,000

$10,000
or $2,500 with a regular savings plan

Deposit options

  • BPAY®
  • cheque
  • direct debit facility
  • BPAY®
  • cheque
  • direct debit facility

Regular savings plan

Yes

Yes

Margin lending

Yes

Yes

Withdrawal options

  • On request ($1,000 minimum)
  • Automatic distribution facility ($200 minimum)
  • On request ($2,000 minimum)
  • Automatic distribution facility ($200 minimum)
  • Regular withdrawal plan ($200 minimum)

Income distributions

  • Reinvest
  • Automatic distribution facility
  • Retain in cash account
  • Reinvest
  • Distribution instruction
  • Automatic distribution facility
  • Retain in cash account

Fee aggregation

No

Yes

Retail insurance

IOOF Pursuit offers comprehensive insurance options through the Core and Select models.

For more information and details contact your financial adviser or download the Offer Document for the Pursuit Investment Service model you are interested in.