asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: IOF0232AU
release_schedule: NO COMMENTARY
structure: Managed Fund
fund_features:
IOOF Balanced Investor Trust aims to provide capital growth over the medium to long term by investing in a diversivied portfolio of growth and defensive assets through a range of investment managers. To achieve total returns after fees in excess of the CPI +3.5% over a rolling 10 year basis. The Trust gains its exposure to a diversified portfolio of investments through a mix of investment managers. The balanced orientation of the Trust provides a greater exposure to growth assets, such as property, Australian and international shares, and alternative assets, with a moderate exposure to defensive assets, such as fixed interest and cash.
- A mix of passive, factor and active investment managers may be selected to manage the assets of the Trust providing differing yet complementary investment styles to achieve more consistent investment returns.
- The Trust is authorized to utilize approved derivative instruments for risk management purposes and investment efficiency.
- Trust has the capacity to manage currency risk by adjusting its allocation to those underlying managers that are fully hedged.