Profile 45 (IOOF)
About this Fund
|FUND MANAGER||IOOF Investment Services|
|INVESTMENT STYLE||The Option invests in a diversified portfolio with a bias towards defensive or income assets.|
|INVESTMENT PROFILE||The Option aims to generate consistent returns and to achieve a gross return at least equal to the weighted average of the applicable Benchmark over periods greater than one year.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Custom composite (see page 5 of PDS)|
|FUND SIZE||Custom composite (see page 5 of PDS)|
|NO. OF HOLDINGS|
Benefits of investing in the Profile range of products
There are a number of significant benefits of investing in the Profile managed investment schemes. These include:
Access to investment opportunities
Income distributions (if any)
Simple transaction process
Easy access to your information
About the Fund
The Profile schemes are managed by IOOF QuantPlus to deliver solid consistent returns through efficient exposure to a highly diversified portfolio of assets. Simply put, proven investment managers and risk management techniques are employed to deliver a well-diversified portfolio whilst considering the optimal risk and return outcome.
Profile diversified schemes
The Profile range offers a suite of diversified managed investment schemes which comprise the following:
These schemes are built to capture varying levels of return and risk. They provide exposure to different proportions of cash, fixed interest and shares to meet the differing growth and income needs of investors.
Profile asset class schemes
Investors can also construct individual portfolios from the following range of asset class schemes to target specific sector-based exposures with different levels of risk and return than those offered by the diversified schemes.
The Profile range of asset class schemes include the following:
It is important to note that managed investment schemes with greater allocations to growth assets, such as equities, generally have a higher expected investment return accompanied by a higher expected risk. Conversely, managed investment schemes with greater exposure to defensive assets, such as fixed interest and cash, generally have a lower expected return and a lower expected risk than growth assets.
How we invest your money
The Option seeks to generate consistent returns utilising a diversified portfolio with a bias towards defensive or income assets.
The performance objective of the scheme is to achieve a gross return at least equal to the weighted average of the applicable benchmark return for each of the component asset classes over periods greater than one year.
The benchmarks for each of the asset classes are listed on page 5 of the PDS.