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Within the IOOF multi-manager portfolios, we access high-quality external fund managers through a rigorous and disciplined fund manager selection process. This includes specialist programs and expertise.
Boutique managers in the early stages of growth are able to generate superior returns compared to most other competing investment managers. We seek to capture these superior returns through the IOOF boutique program.
Within our program, boutique managers in the early start-up stages are identified and thoroughly researched. If they demonstrate that they have the expertise to be successful in the future, we provide them with seed funds under management.
The Boutique Manager Portfolio is not a standalone product and its risk attributes are managed within the broader mix of managers in the IOOF MultiMix Australian Shares Trust. Due to the nature of the Boutique Manager Portfolio, there may be higher risk associated as the underlying businesses may be less established.
We are proud to be the first multi-manager to develop an alternatives program and establish both defensive and growth portfolios within our funds.
Alternative investments are investments outside mainstream funds, and offer valuable diversification benefits.
Types of alternative funds we may invest in include:
We have a solid property track record that extends past managed funds and includes direct property exposure. Our internally managed direct property portfolio targets niche mid-market investments and is relatively unique in the marketplace.
The table below lists the current fund managers who form part of the IOOF multi-manager offerings.