Understanding financial advice
Financial life goals
Tools and resources
Products and services
Investing with IOOF
Your retirement goals
The IOOF Balanced Investor Trust is a multi-manager diversified trust that has been specifically designed as the MySuper investment strategy within IOOF Employer Super. The Trust aims to provide capital growth over the medium to long term by investing in a diversified portfolio of growth and defensive assets using a combination of active and passive approaches.
IOOF Balanced Investor Trust Fund Profile
The IOOF Cash Management Trust invests in high quality short-term money market and bank-based securities to achieve a very stable income stream.
IOOF Cash Management Trust Fund profile
The Profile managed investment schemes utilise the IOOF QuantPlus Investment approach.
These funds have been carefully designed to provide broad diversification together with reliable risk-based asset class exposure.
The profile funds are available through IOOF Pursuit:
Forms and documents
This Bond is closed to new investors. Current investors can invest up to $13,250 into their IOOF Estate Essentials Bond account whilst maintaining its current tax exempt status.