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IOOF Pursuit Select Investment Service

Make the most of your money

IOOF Pursuit offers you a comprehensive investment management and administration service to help you achieve your financial goals

Features and benefits

  • Wide investment menu – 300+ managed funds from both large and boutique fund managers
  • ASX 300 listed securities, including a range of exchange traded funds
  • Term deposits from NAB and Adelaide Bank
  • Fixed-term annuities from Challenger
  • Choice of margin lenders
  • Competitive fees
  • Access to your investment online via IOOF's portfolio management tool, Portfolio Online

When you invest through the IOOF Pursuit Select Investment Service, you gain access to a wide range of managed funds, term deposits and listed securities together with flexible insurance options.

Why choose IOOF Pursuit Select?

Extensive investment menu

The wide range of investment options available through IOOF Pursuit Select allows you to tailor investment portfolios to your individual needs and goals.

You can choose from:

  • over 300 managed funds from both large and boutique fund managers
  • ASX 300 listed securities, including a range of exchange traded funds
  • term deposits from NAB and Adelaide Bank
  • fixed-term annuities via Challenger.

Find out more about available investment options

Competitive fees

In addition to competitive administration fees, IOOF Pursuit Select helps keep costs down for clients in a number of ways:

  • no transaction fees
  • capped administration fees for balances above $2 million
  • fee aggregation for up to six accounts.

Fee aggregation

Limit the amount of administration fees you pay with fee aggregation. It enables you to treat up to six accounts as one for administration fee purposes. You can link multiple accounts for the same person, immediate family members (spouse, son, daughter, partner, father, mother, brother, sister, grandparent or grandchild) and in-laws of the immediate family.

Fee aggregation a fantastic way to potentially reduce the amount of administration fees you and your family pay.

Online portal

Portfolio Online is a user-friendly website that allows you to view your Pursuit account 24 hours a day, 7 days a week.

With Portfolio Online you can:

  • view a consolidated report of your account
  • generate up-to-date portfolio summary, asset allocation, fund performance and transaction reports
  • view and track all transactions placed by your financial adviser
  • view and download statements and letters.

Find out more about Portfolio Online

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