MONEY MASTERS

IOOF: MultiMix Funds

Dan Farmer. portfolio manager, Australian equities Australian Ethical

The IOOF MultiMix is a multi-manager solution which invests in a variety of asset classes and carries a number of different risk profiles. This Money Masters course with Dan Farmer will explore how a multi-manager strategy can form the cornerstone of your client’s portfolio and the benefits of having a range of specialised skillsets in the selection of managers. The course will also delve into the type of investor best suited to this product and the rules of investment and performance associated with the IOOF MultiMix funds.

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What you'll learn /

The IOOF MultiMix masterclass with Dan Farmer will give you insights into:

Why a multi-manager strategy can be a cornerstone of your clients’ portfolios
The benefits of having specialised skillsets in the selection of managers
The type of investor best suited for the IOOF MultiMix Funds
The rules of investment and performance of the IOOF MultiMix Funds

About the expert /

Dan Farmer /

portfolio manager, Australian equities Australian Ethical


Dan was appointed as Portfolio Manager Australian Equities in February 2010. In his role, Dan is responsible for the overall management and performance of our multi-manager Australian equities portfolios. Dan holds a Bachelor of Economics (Honours) from La Trobe University in Melbourne and a Master of Commerce (Honours) from the University of Melbourne. Prior to joining IOOF, Dan was a Senior Executive in Investments at Telstra Super.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

Dan Farmer was appointed as Portfolio Manager Australian Equities in February 2010. In his role, Dan is responsible for the overall management and performance of our multi-manager Australian equities portfolios. Dan holds a Bachelor of Economics (Honours) from La Trobe University in Melbourne and a Master of Commerce (Honours) from the University of Melbourne. Prior to joining IOOF, Dan was a Senior Executive in Investments at Telstra Super.

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01.
OVERVIEW

A message for advisers

Dan Farmer looks at how advisers are currently using the IOOF MultiMix suite of products to service a number of different investor profiles.

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02.

Adviser benefits

MultiMix funds can be used as a way to outsource some or all of an advisers investment function to an external product.

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03.
STRUCTURE AND OBJECTIVES

Portfolio construction

The IOOF MultiMix has two key components to construct portfolios based on asset allocation and manager selection.

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04.

Product design

The IOOF MultiMix is essentially a suite of funds designed to deliver a range of investment outcomes right through the risk spectrum.

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05.

The multi-manager approach

The IOOF MultiMix is managed by an experienced, dedicated in-house team. The product features dedicated portfolio managers for each asset class, so those portfolio managers are specialist in their particular asset class.

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06.

Product evolution

The IOOF investment team are always looking for ways to enhance returns of the MultiMix. Learn how the product has evolved over time.

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07.
BEST SUITED FOR

The ideal client

The IOOF MultiMix boasts a range of offerings to cater to every type of investor, including their preferred risk profile and asset class.

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08.

Investor considerations

The IOOF MultiMix provides investors with a well diversified, actively managed portfolio with benefit of being managed by an experienced investment team.

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09.

Managing risk

The IOOF MultiMix is a suite of funds that’s really designed to deliver a range of investment outcomes right through the risk spectrum.

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10.

Test yourself /