asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: UFM0051AU
release_schedule: NO COMMENTARY
structure: Managed Fund
fund_features:
IOOF MultiMix Moderate aims to provide capital growth of your investment over the medium to long term by investing in a diversified portfolio of growth and defensive assets, and to achieve a total return after fees in excess of the Trusts benchmark over a rolling five-year period.
- Generally gains its exposure to a diversified portfolio of investments through a mix of investment managers.
- 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 utilize strategies for the management of currency exposure.
- The level of currency hedging used for the Trust will vary from time to time.
- Has the capacity to change the level and nature of the currency overlay to manage the Trusts currency risk.