Resources

Fund profiles and Product Disclosure Statements

Download or view a collection of material to assist in learning all there is to know about our multi-manager funds, including the fund profiles, Product Disclosure Statements and forms.

Download Diversified Fund flyers

IOOF Multi-Manager Investment solutions deliver a portfolio that is diversified across a range of manager styles employing a cross-section of investment strategies and accessing the expertise of some of the best investment managers available.

External research reports

The continued endorsement by respected ratings agencies illustrates how our investment products are well positioned to meet the needs of our investors.

Zenith Investment Partners is a leading investment research provider dedicated to the delivery of premium investment research solutions for financial advisers and their clients.

IOOF MultiSeries
Zenith – Product Assessment Reports
MultiSeries 30
MultiSeries 50
MultiSeries 70
MultiSeries 90
IOOF MultiMix
Zenith – Product Assessment Reports
MultiMix Capital Stable
MultiMix Conservative
MultiMix Moderate
MultiMix Balanced Growth
MultiMix Growth
Interactive tools

Designed for you, for your clients.

Register for access or log straight into the multi-manager blended portfolio tool.

Here you can blend funds and prepare personalised client reports to show the blended diversification across different asset allocations and underlying investment managers plus see the growth and defensive split of the portfolio.

The Fund centre is an interactive tool where you get access to a wealth of valuable information about each of the funds we offer. At the click of a button discover unit prices, ratings, holding and asset class diversification, plus a dynamic charting tool to compare fund performance. Even build your own portfolio and generate PDF reports.

What investments suit your risk profile? Knowing what sort of investor you are will help you determine the amount of risk you are prepared to take and choose the appropriate investments. Use our simple online tool to find out.

Discover your risk profile

Investor typeGrowth asset range %IOOF multi-manager fundsGrowth / defensive %
Conservative0 - 20MultiMix Capital Stable
MultiMix Cash Enhanced
MultiMix Diversified Fixed Interest
15/85
0/100
0/100
Moderate20 - 40MultiSeries 30
MultiMix Conservative
30/70
30/70
Balanced40 - 60MultiSeries 50
MultiMix Moderate
50/50
55/45
Growth60 - 80MultiSeries 70
MultiMix Balanced Growth
70/30
72/28
High Growth80 - 100MultiSeries 90
MultiMix Growth
MultiMix Australian Shares
MultiMix International Shares
90/10
90/10
100/0
100/0

Build a library of your favoured reports or send our tailored content directly to your clients.

Send report to:

IOOF Investments

IOOF MultiSeries fund profiles

IOOF MultiSeries Diversification profiles

IOOF MultiMix fund profiles

IOOF MultiMix Diversification flyers

Fund profiles and Product Disclosure Statements

Download or view a collection of material to assist in learning all there is to know about our multi-manager funds, including the fund profiles, Product Disclosure Statements and forms.

Download Diversified Fund flyers

IOOF Multi-Manager Investment solutions deliver a portfolio that is diversified across a range of manager styles employing a cross-section of investment strategies and accessing the expertise of some of the best investment managers available.

External research reports

The continued endorsement by respected ratings agencies illustrates how our investment products are well positioned to meet the needs of our investors.

Zenith Investment Partners is a leading investment research provider dedicated to the delivery of premium investment research solutions for financial advisers and their clients.

IOOF MultiSeries
Zenith – Product Assessment Reports
MultiSeries 30
MultiSeries 50
MultiSeries 70
MultiSeries 90
IOOF MultiMix
Zenith – Product Assessment Reports
MultiMix Capital Stable
MultiMix Conservative
MultiMix Moderate
MultiMix Balanced Growth
MultiMix Growth
Interactive tools

Designed for you, for your clients.

Register for access or log straight into the multi-manager blended portfolio tool.

Here you can blend funds and prepare personalised client reports to show the blended diversification across different asset allocations and underlying investment managers plus see the growth and defensive split of the portfolio.

The Fund centre is an interactive tool where you get access to a wealth of valuable information about each of the funds we offer. At the click of a button discover unit prices, ratings, holding and asset class diversification, plus a dynamic charting tool to compare fund performance. Even build your own portfolio and generate PDF reports.

What investments suit your risk profile? Knowing what sort of investor you are will help you determine the amount of risk you are prepared to take and choose the appropriate investments. Use our simple online tool to find out.

Discover your risk profile

Investor typeGrowth asset range %IOOF multi-manager fundsGrowth / defensive %
Conservative0 - 20MultiMix Capital Stable
MultiMix Cash Enhanced
MultiMix Diversified Fixed Interest
15/85
0/100
0/100
Moderate20 - 40MultiSeries 30
MultiMix Conservative
30/70
30/70
Balanced40 - 60MultiSeries 50
MultiMix Moderate
50/50
55/45
Growth60 - 80MultiSeries 70
MultiMix Balanced Growth
70/30
72/28
High Growth80 - 100MultiSeries 90
MultiMix Growth
MultiMix Australian Shares
MultiMix International Shares
90/10
90/10
100/0
100/0

Build a library of your favoured reports or send our tailored content directly to your clients.

Send report to:

IOOF Investments

IOOF MultiSeries fund profiles

IOOF MultiSeries Diversification profiles

IOOF MultiMix fund profiles

IOOF MultiMix Diversification flyers