To provide investors and advisers with a representation of the long term investment performance of the combined IOOF Multi Investment Manager (MIM) Funds and IOOF MultiMix Trusts (MultiMix Trusts) following the restructure of our previous multi manager offering last year, blended performance information will now be included in the monthly IOOF Multi Manager Funds Performance flyer.
The blended performance is provided in addition to the actual investment performance of the MultiMix Trusts.
In most cases, the portfolio composition, investment objective and strategy of each of the MultiMix Trusts closely resembles those of its previous equivalent MIM Fund.
In the flyer, the blended performance will be listed under the subheading “Blended Performance - MIM Funds/MultiMix Trusts” and is provided for indicative purposes only (note: it does not represent the actual investment returns of a specific investment option).
If you have any questions about this information or about the MultiMix Trusts in general, please contact one of our Adviser Services Consultants on 1800 659 634 or email us at adviserservices@ioof.com.au
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Contents
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Technical Strategy: In-specie transfer of shares into superannuation – a strategy analysis
Technical Strategy: Small to medium enterprise (SME) clients & superannuation tax planning
Technical Strategy: New income test definitions can impact after-tax income and salary packaging arrangements
Product Spotlight: IOOF Pursuit wins PDS of the year
Product Spotlight: IOOF Multi Manager funds – blended performance
Product Spotlight: New Pursuit Sponsorship
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