asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: IOF0097AU
release_schedule: Monthly
structure:
commentary_block:
factsheet_url:
https://www.ioof.com.au/
https://investmentcentre.moneymanagement.com.au/factsheets/mi/lff5/ioof-multimix-growth
fund_features:
IOOF MultiMix Growth aims to provide capital growth over the long term by investing in a portfolio of predominantly growth assets with minimal defensive asset exposure, and to achieve a total return after fees in excess of the Trust’s benchmark over a rolling five-year period. The Trust generally gains its exposure to a diversified portfolio of investments through a mix of investment managers. Due to the Trust’s high growth nature, it predominantly gains exposure to growth assets such as Australian and international property and shares and alternative – growth. It may also have a small exposure to defensive assets such as cash, fixed interest and alternative – defensive.
- The Trust is authorised to utilise approved derivative instruments for risk management purposes subject to the specific restriction that the derivative instruments cannot be used to gear portfolio exposure.
- 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 change the level and nature of the currency overlay to manage the Trust’s currency risk