IOOF Essential

Access to professionally constructed portfolios.

Powered by IOOF’s Evolve platform technology, IOOF Essential is a cost-effective solution that provides true diversification across multiple managers, investment styles and asset classes.

IOOF Essential delivers cost-effective portfolio solutions through IOOF’s multi-manager funds. With funds dedicated to a particular asset class, as well diversified strategies for different risk profiles, these solutions present advisers and clients with a flexible, low-cost range of options for targeting outperformance.

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Products available through IOOF Essential

Reasons to choose IOOF Essential

  • 15 professionally constructed portfolios provide diversification across managers, investment styles and asset classes.
  • Select from a comprehensive range of client reports
  • Create custom data sets to support client communication
  • Access business intelligence to inform operational and strategic decisions 
  • As a client’s wealth grows and their needs change, transition their accounts seamlessly from IOOF Essential to eXpand, without tax implications
  • Clients have access to the same view of their account between IOOF Essential and eXpand
  • Through standing instruction functionality, efficiently rebalance portfolios, as well as manage deposits and income cash
  • Low administration and account keeping fees
  • Simple and transparent fee structure
  • No contribution, transaction, establishment or withdrawal fees
  • A choice of some Australia’s leading life insurers; AIA, TAL or Zurich