About us

United's Investment Team is dedicated to researching, selecting, monitoring and blending from the most highly regarded fund managers available. Our extensive selection process takes into account an investment manager's:

• investment style and process
• consistency in applying the stated investment style and process
• proficiency and experience of the investment team
• past performance
• potential to add value over the longer term
• strong risk/management controls.

As the CEO of IOOF Holdings Ltd (IOOF), Chris is responsible for the management of the total business. However, Chris's background is in funds management and therefore Chris takes a keen interest in United Funds Management Ltd through chairing the Investment Policy Committee.

Since his appointment to SMF as Managing Director in 1997, assets under management have grown from under $400 million to $2 billion (excluding funds under advice and administration which are a further $700 million).

Before joining SMF, Chris spent 12 years with Citigroup's Global Asset Management Business and concluded the time at Citigroup as Managing Director of the division. During his 12 years with Citibank, Chris was responsible for business management, strategic marketing and sales growth in Australia, and was the architect behind Citicorp Investment Management/Global Asset Management in Australia, establishing its New Zealand business. Assets under management comprising business in both New Zealand and Australia totalled $2 billion.

Before joining Citicorp, Chris was a director of Quest Investment Limited, a listed venture capital company, and is a solicitor by profession.

Chris is responsible for business management and strategic marketing and sales in Australia and New Zealand.

Stephen was appointed to the role of Chief Investment Officer at IOOF in October 2009.

In his role, Stephen is responsible for the Funds Management Division, comprising of IOOF's multi-manager products, MultiMix and United Funds Management.

Prior to joining IOOF, Stephen was the Chief Investment Officer at Telstra Super for 10 years. During this time, Telstra Super was consistently a top performing fund, and received numerous investment awards.

Previously Stephen has also worked as a Portfolio Manager, an Economist and a soldier with the Australian Army.

Stephen has a Bachelor of Economics (Honours) from Monash University in Melbourne, a Master of Commerce (Honours) from the University of Melbourne and is also a Fellow of the Financial Services Institute of Australia (FINSIA).

Dan was appointed as Portfolio Manager Australian Equities at IOOF in February 2010. In his role, Dan is responsible for the performance of the Australian equity holdings of IOOF's multi-manager products, Multimix and United Funds Management.

Prior to joining IOOF, Dan was Senior Executive Investments at Telstra Super, managing the funds $3 billion Australian equity portfolio for seven years. During this period Telstra Supers Australian equity product consistently ranked highly in the Super Ratings performance survey. Dan was also Portfolio Manager responsible for day to day management of internally managed Australian share portfolio's at Telstra Super totalling over $450 million.

Dan has a Bachelor of Economics (Honours) from LaTrobe University in Melbourne and a Master of Commerce (Honours) from the University of Melbourne.

David was appointed as Portfolio Manager International Equities at IOOF in August 2010. In his role, David is responsible for the performance of the International Equity holdings of IOOF's multi-manager products, MultiMix and United Funds Management.

Prior to joining the investment team, David was Head of Research for the IOOF Research team, managing the manager research for the IOOF platform business of $17 billion and its retail model portfolio of $1.5 billion for two years. During this period, the IOOF platform was rated as the No.1 platform by Wealth Insight. The model portfolio managed by David also outperformed its benchmarks consistently.

David holds a Graduate Diploma of Applied Investment and Finance, is a Certified Practicing Accountant and a Chartered Financial Analyst candidate. He is fluent in Mandarin and Japanese.

Stanley was appointed as Portfolio Manager, Strategy and Implementation at IOOF in September 2010. In his role, Stanley is responsible for the strategy and asset allocation of the diversified products of IOOF's multi-manager funds.

Prior to joining the investment team, Stanley was a Senior Consultant at Russell Investments.  He hasadvised on strategic asset allocation, portfolio construction and implementation to large Asian sovereign wealth funds and large corporate superannuation funds. He actively managed and implemented the strategic asset allocation of the BHP Billiton Superannuation Fund to achieve consistent first quartile returns.

Prior to this, Stanley was an Investment Analyst at Gartmore Investment, UK.

Stanley holds a Bachelor of Laws (Hons), a Bachelor of Commerce and is a Chartered Financial Analyst.

Hugo was appointed as Portfolio Manager Australian Equities at IOOF in February 2010. Hugo is responsible for managing the alternative investments of IOOF's multi-manager products.

Hugo joined IOOF as part of the AM Corporation purchase in March 2003, and had been with AM more than 3 years. Hugo originally joined the AM Marketing Team and transferred to the investment team in 2001 as a performance analyst. In 2003, Hugo was promoted to research analyst. Prior to his appointment as the portfolio manager for alternatives, Hugo was the main research analyst for the MultiMix international equities and private equity investments. Hugo was also the main analyst responsible for the portfolio construction of the MultiMix Diversified Funds.

Hugo has a Bachelor of Science majoring in statistics from Macquarie University, Sydney

Simon is responsible for all of the IOOF property products. He has managed the MultiMix Direct Property portfolio since 2004 and during that time the product has ranked highly in comparison to its peers and has consistently outperformed its benchmark.

In addition, Simon manages the funds Multi-manager Australian and Global Listed Property portfolios. In his role, Simon is responsible for the Australian and Global listed property holdings of IOOF's multi-manager products, MultiMix and United Funds Management.

Simon is a qualified property valuer. He joined the industry in 1980 and has worked for a number of leading investment institutions including Australian Fixed Trusts and GIO Australia where he gained extensive experience in senior rolls managing substantial national property portfolios with values exceeding $1billion.

Charles has been with IOOF for ten years and has 23 years experience in the financial services industry.

Before joining SMF, Charles worked as a senior financial planner.

Charles' experience includes business development roles with renowned companies such as Citibank Ltd and Dow Jones.

Charles has both investment and superannuation industry experience, working with large stand-alone corporate superannuation funds, assisting with investment strategy and investment selection.

Charles' present role includes support for financial advisers using the IOOF Multi Manager funds and IOOF's corporate superannuation team. Charles is also responsible for the investment divisions relationship with external research companies.

Charles is also key account manager for Aust Choice dealer / adviser relationships.