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Underlying fund managers

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
  • Private Equity
  • Commodities
  • Infrastructure
  • Timber and Agriculture
  • Special Situations
  • Long Bias Hedge Funds
  • Venture Capital
  • Distressed Debt
  • Infrastructure (core strategies)
  • Insurance Linked Bonds
  • Inflation Linked Bonds
  • Mezzanine/Subordinated Debt
  • Distressed Debt (conservative sub-class of the categories)
  • Emerging Market Debt
  • Non-Directional Hedge Funds

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 managerStyle
Cash and short-term securities IOOF Investment Services Ltd Short-term money market securities
Diversified fixed interest Janus Henderson Global Investors (Australia) Funds Management LimitedActive Australian fixed interest
 Ardea Investment ManagementDiversified fixed income and total return Australian fixed income
 Metrics Credit Partners Pty LimitedAustralian corporate loans
 Western Asset Management Company Australian bonds and global high-grade multi-asset credit
 Stone Harbor Investment Partners LPEmerging market debt
 Bradywine Global Investment Management, LLCTop-down, value-driven
 Invesco Australia LimitedInternational core fixed income
Property IOOF Investment Services Ltd Core
 Macquarie Investment Management LimitedPassive listed Australian and global property securities
Australian shares Acadian Asset Management (Australia) Limited Small companies
 AllianceBernstein Investment Management Australia LimitedConcentrated value
 The Northern Trust Company of Hong Kong Limited Quantitative quality and momentum
 Yarra Funds Management LimitedStyle neutral
 Invesco Australia Limited Quantitative 130/30
 IOOF QuantPlus Enhanced passive
 State Street Global Advisors, Australia, LimitedEnhanced passive
International shares Alphinity Investment Management Pty Ltd Quality with earnings leadership
 Brown Advisory LimitedGlobal equities
 TT InternationalEmerging 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 LimitedGlobal targeted return
 AllianceBernstein Investment Management Australia LimitedDiversified Alpha
 Macquarie Investment Management LimitedPassive listed global infrastructure
 Metrics Credit Partners Pty LimitedSecured Australian private debt and real estate debt

MultiMix

Asset class Fund managerStyle
Cash and short-term securities Janus Henderson Investors (Australia) Funds Management Limited Active
 Pendal Institutional LimitedRelative value credit
 IOOF Investment Services LtdShort-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 LimitedAustralian corporate loans
 Stone Harbor Investment Partners LPEmerging market debt
 Brandywine Global Investment Management, LLCTop-down, value-driven
 PIMCO Australia Pty Limited Global bonds
 T.Rowe PriceInternational 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 LtdCore
 Legg Mason Martin Currie Australia Limited Small cap
 Pendal Institutional LimitedActive, 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 LimitedMicro-caps, active long only
 Invesco Australia LimitedQuantitative, bottom-up, multi-factor approach
 Quest Asset Partners Pty LimitedFundamental 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 LtdQuality
 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 LtdQuality 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.