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Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160.
21 newly-rated funds received four or five Crowns.
Average of peers ({{ fund.benchmark.peers.peerCount }}) Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 | For the effect of fees on your cumulative returns, please see our report If you would like to, you can find out more about cookies and managing them at any time We use cookies to give you the best experience on our website.
Brokerage costs are not included in this calculation. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Find our live Ioof Multiseries 70 fund basic information. For MultiSeries, the hedged benchmark remains at 20% versus the strategic benchmark of 25% (the strategic hedge ratio was also changed from 50% at the end of April 2019). Market index (Morningstar Aus Msec Balanced TR AUD)
The growth orientation of the Trust provides a greater exposure to growth assets with a moderate exposure to defensive assets. What is Cut + Paste? ... Crown ratings – value funds suffer while 50 see top upgrade. IOOF’s new additions to the five Crown pantheon were MultiMix Moderate, MultiSeries 50, MultiSeries 70 and MultiSeries 90. The balanced orientation of the Trust generally provides an equal exposure to growth assets and defensive assets.
The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. You should consider the product disclosure statement before making a decision about a product.
Showing fund performance globally. investment, market cap and category. Fee data may not include all costs being charged such as platform and adviser fees. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. The key reason for this continued underweight position is because unhedged international equities provides a natural hedge in the event of an equity market correction. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance.
Lihat & pelajari grafik dana LP65099130 berdasarkan total aset, peringkat risiko, investasi minimum, kapitalisasi pasar, dan kategori. * InvestSMART's capped Management Fee (capped at $451p.a.)
© 1999 - 2020 Citywire.co.uk. IOOF MultiSeries 50 - IOOF MultiSeries 50 (Trust) gains exposure to a diversified portfolio through a mix of investment managers.
Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Your actual return would be reduced by the cost of buying and selling the fund, and inflation. Lihat informasi dasar tentang dana Ioof Multiseries 70 live. Rationale.
Registration only takes a minute. Fees are calculated by Morningstar as the average over 10 years. This may not include all funds available for retail investment in Australia.
Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. We use cookies to improve your experience. does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio).
brokerage and assuming dividends re-invested and no withdrawals. You can view performance in individual jurisdictions.