Investment options
Investments
IOOF WealthBuilder offers investors a comprehensive range of investment options to cater for different needs. The investment options employ a cross section of investment strategies with different risk return profiles. Each of the WealthBuilder Funds invests in a different Underlying Managed Fund (UMF)
For more information about IOOF WealthBuilder's investment options, please refer to the IOOF WealthBuilder PDS
| Fund name | Investment Objective* | Risk/return profile | Fact sheets |
|---|---|---|---|
| Diversified | |||
| IOOF WealthBuilder Conservative - IOOF MultiMix | To grow the value of your investment over the medium-term by investing in a UMF providing a diversified portfolio exposure of mostly defensive assets. The UMF aims to provide stable returns over the medium-term by investing in a diversified portfolio of defensive assets with some growth asset exposure, and to achieve a total return after fees, in excess of the benchmark over a rolling three-year period. | Low to medium | Fact sheet |
| IOOF WealthBuilder Moderate - IOOF MultiMix | To grow the value of your investment over the medium to long- term by investing in a UMF providing a diversified portfolio exposure of growth and defensive assets. The UMF aims to provide capital growth over the medium to long-term by investing in a diversified portfolio of growth and defensive assets, and to achieve a total return after fees, in excess of the benchmark over a rolling five-year period. | Medium | Fact sheet |
| IOOF WealthBuilder Balanced Growth - IOOF MultiMix | To grow the value of your investment over the medium to long-term by investing in a UMF providing a diversified portfolio exposure of growth and defensive assets, with a higher growth asset exposure. The UMF aims to provide capital growth over the medium to long-term by investing in a diversified portfolio of growth assets with some defensive asset exposure, and to achieve a total return after fees in excess of the UMF’s benchmark over a rolling five year period. | Medium to high | Fact sheet |
| IOOF WealthBuilder Growth - IOOF MultiMix | To grow the value of your investment over the long-term by investing in a UMF providing a diversified portfolio exposure of mostly growth assets. The UMF aims to provide capital growth over the long term by investing in a portfolio of predominantly growth assets with minimal defensive asset exposure, and to achieve a total return after fees in excess of the UMF’s benchmark over a rolling five year period. | High | Fact sheet |
| Cash and income | |||
| IOOF WealthBuilder Cash Management - IOOF | To grow the value of your investment in the short-term by investing in a UMF providing exposure to a range of cash deposits and short-term money market securities. The UMF aims to provide competitive returns with a total investment return (before fees) that exceeds or is at least equal to the benchmark. | Low | Fact sheet |
| IOOF WealthBuilder Income - Henderson | To grow the value of your investment over the medium-term by investing in a UMF providing exposure to cash, cash equivalent, fixed interest and debt securities. The UMF aims to achieve a total return after fees that exceeds the total return of its benchmark by investing in a diversified portfolio of Australian income producing assets. | Low | Fact sheet |
| Property | |||
| IOOF WealthBuilder International Property Index - Vanguard | To grow the value of your investment over the long-term by investing in a UMF providing exposure to indexed international property securities. The UMF aims to track the return (income and capital appreciation) of the benchmark (before fees and tax). | High | Fact sheet |
| Australian shares | |||
| IOOF WealthBuilder Australian Shares Emerging Leaders - Ausbil | To grow the value of your investment over the medium to long-term by investing in a UMF providing exposure to mid and small capitalisation (mid-small cap) Australian shares. The UMF aims to achieve returns (before fees and taxes) in excess of the benchmark over the medium to long-term. | High | Fact sheet |
| IOOF WealthBuilder Australian Shares Geared - Colonial First State | To grow the value of your investment over the long-term by investing in a UMF providing exposure to geared Australian shares. The UMF aims to magnify long-term returns from capital growth by borrowing to invest in large Australian companies and to outperform the benchmark over rolling seven year periods before fees and taxes. | High | Fact sheet |
| IOOF WealthBuilder Australian Shares Core - Fidelity | To grow the value of your investment over the long-term by investing in a UMF providing exposure to Australian shares. The UMF aims to achieve returns (before fees, costs and taxes) in excess of the benchmark over the suggested minimum investment time period of five to seven years. | High | Fact sheet |
| IOOF WealthBuilder Australian Shares Long Short - Perpetual | To grow the value of your investment over the long-term by investing in a UMF providing exposure to Australian shares where short positions may be taken. The UMF aims to provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares. | High | Fact sheet |
| IOOF WealthBuilder Australian Shares Index - Vanguard | To grow the value of your investment over the long-term by investing in a UMF providing exposure to indexed Australian shares. The UMF aims to track the return (income and capital appreciation) of the benchmark before taking into account fees, expenses and tax. | High | Fact sheet |
| International shares | |||
| IOOF WealthBuilder International Shares - Magellan | To grow the value of your investment over the long-term by investing in a UMF providing exposure to international shares. The UMF aims to achieve attractive risk-adjusted returns over the medium to long-term, while reducing the risk of permanent capital loss. | Medium to high | Fact sheet |
| IOOF WealthBuilder International Shares - Platinum | To grow the value of your investment over the long-term by investing in a UMF providing exposure to international shares. The UMF aims to provide capital growth over the long-term through searching out undervalued listed (and unlisted) investments around the world. | Medium to high | Fact sheet |
| IOOF WealthBuilder International Shares Hedged - Walter Scott | To grow the value of your investment over the long-term by investing in a UMF providing exposure to hedged international shares. The UMF aims to achieve a long-term total return (before fees and expenses) that exceeds the benchmark. | Medium to high | Fact sheet |
| IOOF WealthBuilder International Shares Index - Vanguard | To grow the value of your investment over the long-term by investing in a UMF providing exposure to indexed international shares. The UMF aims to track the return (income and capital appreciation) of the benchmark before taking into account fees and expenses. | High | Fact sheet |
* The Fund’s investment objective, strategy, risk/return profile, minimum recommended investment periods, typical investor profiles and asset allocation are based on the UMF in which the Fund invests. We recommend you speak to your financial adviser to assess whether the Funds are appropriate for your specific investment requirements.
For more information about IOOF WealthBuilder's investment options, please refer to the IOOF WealthBuilder PDS. Investment objectives are not predictions or forecasts, they represent the measure by which performance of the fund is monitored and assessed.