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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
Fund past-5-year return vs. Industry average
Investment option performance
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Plum Retirement Income
Support: Plum Retirement Income offers access to phone-based help, online education, an electronic application process, and six monthly member statements which provides a level of assurance for members to make retirement decisions.
Transition to retirement and Account based pension product: Plum Retirement Income allows members to transition to retirement via the Self Select Investment Path.