Access high-quality fund managers
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.
IOOF boutique program
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.
Alternatives program
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:
| Growth alternatives | Defensive alternative |
|---|---|
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In-house direct property expertise
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.
Current list of fund managers
The table below lists the current fund managers who form part of the IOOF multi-manager offerings.
MultiSeries
| Asset class | Fund manager | Style |
|---|---|---|
| Cash and short-term securities | IOOF Investment Services Ltd | Short-term money market securities |
| Diversified fixed interest | Janus Henderson Global Investors (Australia) Funds Management Limited | Active Australian fixed interest |
| Ardea Investment Management | Diversified fixed income and total return Australian fixed income | |
| Metrics Credit Partners Pty Limited | Australian corporate loans | |
| Western Asset Management Company | Australian bonds and global high-grade multi-asset credit | |
| Stone Harbor Investment Partners LP | Emerging market debt | |
| Bradywine Global Investment Management, LLC | Top-down, value-driven | |
| Invesco Australia Limited | International core fixed income | |
| Property | IOOF Investment Services Ltd | Core |
| Macquarie Investment Management Limited | Passive listed Australian and global property securities | |
| Australian shares | Acadian Asset Management (Australia) Limited | Small companies |
| AllianceBernstein Investment Management Australia Limited | Concentrated value | |
| The Northern Trust Company of Hong Kong Limited | Quantitative quality and momentum | |
| Yarra Funds Management Limited | Style neutral | |
| Invesco Australia Limited | Quantitative 130/30 | |
| IOOF QuantPlus | Enhanced passive | |
| State Street Global Advisors, Australia, Limited | Enhanced passive | |
| International shares | Alphinity Investment Management Pty Ltd | Quality with earnings leadership |
| Brown Advisory Limited | Global equities | |
| TT International | Emerging and developed markets | |
| Challenger Limited | Index plus a margin of up to 1.4%pa | |
| Neuberger Berman Australia Pty Limited | Emerging markets | |
| Alternatives | Invesco Australia Limited | Global targeted return |
| AllianceBernstein Investment Management Australia Limited | Diversified Alpha | |
| Macquarie Investment Management Limited | Passive listed global infrastructure | |
| Metrics Credit Partners Pty Limited | Secured Australian private debt and real estate debt |
MultiMix
| Asset class | Fund manager | Style |
|---|---|---|
| Cash and short-term securities | Janus Henderson Investors (Australia) Funds Management Limited | Active |
| Pendal Institutional Limited | Relative value credit | |
| IOOF Investment Services Ltd | Short-term money market securities | |
| Diversified fixed interest | Janus Henderson Investors (Australia) Funds Management Limited | Active Australian fixed interest |
| Ardea Investment Management | Total return Australian fixed income | |
| Metrics Credit Partners Pty Limited | Australian corporate loans | |
| Stone Harbor Investment Partners LP | Emerging market debt | |
| Brandywine Global Investment Management, LLC | Top-down, value-driven | |
| PIMCO Australia Pty Limited | Global bonds | |
| T.Rowe Price | International core fixed income | |
| Bentham Asset Management Pty Ltd | Syndicated loans | |
| Western Asset Management Company | Australian bonds, Global Total Return and global high-grade multi-asset credit | |
| Property | Fidante Partners Limited | Broad cap core |
| IOOF Investment Services Ltd | Core | |
| Legg Mason Martin Currie Australia Limited | Small cap | |
| Pendal Institutional Limited | Active, value-driven, risk-controlled | |
| Cohen & Steers Capital Management, Inc. | Active, core, bottom-up | |
| Resolution Capital Limited | High conviction, benchmark – unaware | |
| Australian shares | AllianceBernstein Investment Management Australia Limited | Managed volatility and concentrated value |
| Acorn Capital Limited | Micro-caps, active long only | |
| Invesco Australia Limited | Quantitative, bottom-up, multi-factor approach | |
| Quest Asset Partners Pty Limited | Fundamental quality and growth | |
| Vinva Investment Management Limited | Quantitative | |
| Legg Mason Martin Currie Australia Limited | Dynamic value | |
| OC Funds Management Limited | Small cap and micro-cap | |
| Northcape Capity Pty Ltd | Quality | |
| Boutique Manager Portfolio | Diversified Australian shares | |
| Defensive Equities Trust | Defensive equities | |
| International shares | EAM Global Investors LLC | Emerging markets small caps |
| Alphinity Investment Management Pty Ltd | Quality with earnings leadership | |
| Wellington International Management Company, Pty Ltd | Growth | |
| Antipodes Partners | Pragmatic Value, absolute return | |
| The Northern Trust Company of Hong Kong Limited | Multi-factor | |
| TT International | Growth at reasonable price and concentrated quality | |
| Thomson Horstmann & Bryant, Inc. | Micro-caps | |
| Alternatives | We have a large number of underlying managers for our exposure to alternative assets. These managers are not listed separately due to the size of the list and the fact that the allocation to each manager is small. | |