asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: IOF0094AU
release_schedule: NO COMMENTARY
structure:
fund_features:
IOOF MultiMix Capital Stable aims to provide a low risk investment over the short term to medium-term by investing predominantly in defensive assets, and to achieve a total return after fees in excess of the Trust’s benchmark over a rolling three-year period.
- The Trust generally gains its exposure to a diversified portfolio of investments through a mix of investment managers.
- The risk-averse nature of the Trust means it provides greater exposure to defensive income-bearing assets, such as cash, fixed interest and alternative – defensive.
- It may also hold a small exposure to growth assets such as Australian and international property and shares.
- The underlying investment managers may utilise strategies for the management of currency exposure. The level of currency hedging used for the Trust will vary from time to time. The Trust has the capacity to apply a currency overlay to manage the Trust’s currency risk.