IOOF MultiSeries
IOOF MultiSeries is a range of predominantly active multi-manager funds designed for investors who are prepared to forgo some active exposure in order to reduce fees
Features and benefits
- Less expensive than fully active funds
- Provides extensive diversification across fund managers, investment styles and asset classes
- True to label
- Managed using an award winning and disciplined approach
- Gives you access to carefully selected specialist investment managers who have a proven investment edge
Investment options
IOOF MultiSeries offers a choice of four multi-manager funds designed to suit different risk profiles.
The fund names reflect the fund’s level of exposure to growth assets. For example, the IOOF MultiSeries 30 has 30 per cent of its portfolio invested in growth assets.
| IOOF MultiSeries | APIR code | Risk return profile |
|---|---|---|
| IOOF MultiSeries 30 | IOF0253AU | Low/medium |
| IOOF MultiSeries 50 | IOF0254AU | Medium |
| IOOF MultiSeries 70 | IOF0090AU | Medium/high |
| IOOF MultiSeries 90 | IOF0255AU | High |
Why invest in IOOF MultiSeries?
IOOF MultiSeries forgoes some active exposure in order to reduce fees. This gives you access to a predominantly actively managed fund at a lower cost when compared to other active funds.
Our range of IOOF MultiSeries funds give you access to professionally constructed portfolios that have multiple layers of diversification. Your investment is diversified across:
- investment managers
- investment styles
- asset classes
This broad level of diversification helps reduce overall volatility, giving you more consistent investment returns.
Each fund has been named with the objective of delivering true to its name – they are ‘true to label’. We're always looking for ways to increase returns but only within the risk constraints of the fund.
IOOF’s multi-manager funds simplify the investment selection process for you by providing access to a team of experienced investment professionals who are dedicated to identifying, blending and monitoring investment managers.
The IOOF multi-manager investment approach adds value on several fronts:
- active asset allocation
- active management of high quality managers
- active risk management
With so much choice available, it’s important to be confident that you have selected the right managers. At IOOF, we can give you that confidence by actively managing diversified portfolios of high quality managers. We specialise in identifying managers that have the 'edge' required to perform. We also have a boutique portfolio where we seek to share in the future business success of boutique managers, with all benefits accruing to the fund.
How to invest
You can access the IOOF MultiSeries funds through a variety of investment platforms or even directly.