IOOF Investment Management Limited

Funds

Wholesale Funds - Multi Sector Funds

United's Sector Leader Funds give larger investors access to a range of single sector or multi-sector funds via a master trust or wrap account that offer the benefit of lower wholesale fees. They are designed to provide consistent above median performance at below median volatility.

United's range of multi-sector funds have a mix of both income and growth assets, in varying degrees according to a specific risk profile. They invest into the single sector funds.

Name of fundMinimum suggested timeframePerformanceUnit pricesFund profilePDS
IOOF MultiMix Capital Enhanced TrustOne-to-three yearsPerformanceUnit PricesProfile - Entry FeeDownload
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 Capital Secure TrustOne yearPerformanceUnit PricesProfile - Entry FeeDownload