Past 5-year return
5.42%
Admin fee
$0
Calc fees on 50k
$950
SuperRatings awards

SuperRatings awards





Past 5-year return
7.15%
More Features
Pros and Cons
Pros and Cons
- Only $10,000 minimum investment required.
- Transparent fees - one administration fee regardless of how many times the member transacts on their account.
- Members can track their investment online through Portfolio Online.
- Comprehensive and consolidated reporting.
- Switchability between products.
Summary
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Features and Fees
IOOF Fees and Features
Pros and Cons
- Only $10,000 minimum investment required.
- Transparent fees - one administration fee regardless of how many times the member transacts on their account.
- Members can track their investment online through Portfolio Online.
- Comprehensive and consolidated reporting.
- Switchability between products.
IOOF Fees and Features
Fund fees vs. Industry average
THIS FUND
INDUSTRY AVERAGE
Fund past-5-year return vs. Industry average
THIS FUND
INDUSTRY AVERAGE
Investment allocation
INTERNATIONAL SHARES
AUSTRALIAN SHARES
PROPERTY
ALTERNATIVES
FIXED INTEREST
CASH
OTHER
Investment option performance
BALANCED
CONSERVATIVE BALANCE
SECURE
DIVERSIFIED FIXED INTEREST
GROWTH
AUSTRALIAN SHARES
INTERNATIONAL SHARES
CAPITAL STABLE
+ View additional option performance information
Product | Past 5-year return 5.97% | Admin fee $180 | Company Promoted ![]() | Calc fees on 50k $1.1k | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details | Highlighted |
Past 5-year return 5.97% | Admin fee $53 | Company Promoted ![]() | Calc fees on 50k $822 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details | ||
Product | Past 5-year return 5.97% | Admin fee $117 | Company Promoted ![]() | Calc fees on 50k $817 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details | |
Past 5-year return 5.42% | Admin fee $84 | Company Promoted ![]() | Calc fees on 50k $1k | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() ![]() | Go to site | Winner of MyChoice Silver, Silver, RateCity Gold Awards 2021 More details | ||
Past 5-year return 5.42% | Admin fee $0 | Company Promoted ![]() | Calc fees on 50k $950 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details | ||
Past 5-year return 5.42% | Admin fee $117 | Company Promoted ![]() | Calc fees on 50k $542 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details | ||
Past 5-year return 5.42% | Admin fee $180 | Company Promoted ![]() | Calc fees on 50k $780 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details | ||
Product | Past 5-year return New | Admin fee $180 | Company Promoted ![]() | Calc fees on 50k $1.1k | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details | |
Product | Past 5-year return New | Admin fee $117 | Company Promoted ![]() | Calc fees on 50k $542 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards ![]() | Go to site | Winner of Gold, RateCity Gold Awards 2021 More details |