IOOF Research What Sets Us Apart

WHAT SETS US APART?

  • 25 year's experience in providing managed funds and equity research to advisers and clients
  • A sound track record of delivering client outcomes: The managed fund model portfolio (Balanced Risk Profile 50/50 asset allocation) delivered 8.7% p.a. after fees over 5 years to June 2017, beating the peer group median by 0.7%
  • 65 years of combined investment experience, including prior portfolio management roles across many asset classes including equities, credit and property