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IOOF Pursuit Investment Service

A versatile investment and administration platform that adapts to your needs – making it easy for you to achieve your financial goals.

Everyone has different goals and needs. That’s why IOOF Pursuit Investment Service is available in two different models:

  • IOOF Pursuit Focus: a low-cost solution for people who want simplicity without sacrificing on quality.
  • IOOF Pursuit Select: a comprehensive solution with more features and investment options for people who want to create tailored investment portfolios.

Compare Select & Focus

Feature

IOOF Pursuit Focus

IOOF Pursuit Select

Managed funds

Range of IOOF multi-manager funds

300+

Term deposits

No

Yes

Listed securities

No

Yes

Minimum entry

$1,000 ($500 with Regular Savings Plan)

$10,000 ($2,500 with a Regular Savings Plan)

Deposit options

$50 minimum by either:

  • BPay
  • Cheque
  • Direct debit facility

$200 minimum by either:

  • BPay
  • Cheque
  • Direct debit facility

Income distributions

  • Re-invest1
  • Retain in cash account
  • Automatic Distribution Facility
  • Re-invest1
  • Distribution instruction
  • Retain in cash account
  • Automatic Distribution Facility

Fee aggregation2

No

Yes

1 This method allows you to automatically re-invest 100 per cent of the income distribution in the same managed investment.
2 Fee aggregation allows you to link IOOF Pursuit Select accounts for the purpose of calculating the administration fee, which may reduce the administration fees payable.