IOOF Investment Management Limited

Funds

IOOF has now moved to a single multi-manager offering in order to achieve a simple and efficient investment model across the IOOF group. This transition took effect on 30 September 2011. As a result, the United Funds are no longer available to investors and the IOOF MultiMix Trusts have taken their place.

Single-sector trusts

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
IOOF MultiMix Australian Shares TrustFive-to-seven yearsPerformanceUnit PricesProfile - Entry FeeDownload
IOOF MultiMix International Shares TrustFive-to-seven yearsPerformanceUnit PricesProfile - Entry FeeDownload
IOOF MultiMix Diversified Fixed Interest TrustTwo-to-three yearsPerformanceUnit PricesProfile - Entry FeeDownload
IOOF MultiMix Cash Enhanced TrustOne yearPerformanceUnit PricesProfile - Entry FeeDownload
IOOF Cash Management TrustNo minimumPerformanceUnit PricesProfile - Entry FeeDownload
IOOF Cash Management Trust (for IDPS investors)No minimumPerformanceUnit PricesProfile - Entry FeeDownload

Multi-sector trusts

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
IOOF MultiMix Hi Growth TrustFive-to-seven yearsPerformanceUnit PricesProfile - Entry FeeDownload
IOOF MultiMix Balanced Growth TrustFive yearsPerformanceUnit PricesProfile - Entry FeeDownload
IOOF MultiMix Moderate Growth TrustFive yearsPerformanceUnit PricesProfile - Entry FeeDownload
IOOF MultiMix Conservative Growth TrustThree-to-five yearsPerformanceUnit PricesProfile - Entry FeeDownload
IOOF MultiMix Capital Enhanced TrustOne-to-three yearsPerformanceUnit PricesProfile - Entry Fee Download

Trusts closed to new investors

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
IOOF Income TrustThree yearsPerformanceUnit Prices  
IOOF Capital Secure TrustOne yearPerformanceUnit Prices  
MultiMix Wholesale Australian Property TrustSix yearsPerformanceUnit Prices  
MultiMix Wholesale International Property TrustSix yearsPerformanceUnit Prices