IOOF eXpand Investment

Investments tailored to your aspirations

eXpand Investment’s extensive investment menu offers over 400 managed investments, a selection of term deposits and fixed-term annuities, Managed Portfolio Service a managed discretionary account service, and the majority of shares in the ASX 300, allowing your adviser to design a unique portfolio that is tailored to your personal financial objectives now and into the future

Features and benefits

  • Extensive investment menu including:
    • Over 400 managed investment options
    • term deposits and fixed-term annuities
    • Managed Portfolio Service (MPS*) – a managed discretionary account service that provides access to professionally managed models. 
    • the majority of fully paid ordinary, preference and equity shares, stapled securities, Exchange Traded Funds (ETFs), interest rate securities, Hybrids, Listed Investment Trusts (LITs) and Listed Investment Companies (LICs) listed on the Australian Securities Exchange (ASX)and more.
  • Competitive and transparent fees and fee aggregation

*Note: MPS is only available to financial advisers from approved licensees. 

Why choose eXpand Investment?

eXpand investors have access to an extensive investment menu offering: 

  • over 400 managed investment options
  • term deposits and fixed-term annuities 
  • Managed Portfolio Service (MPS*) – a managed discretionary account service that provides access to professionally managed models. 
  • the majority of fully paid ordinary, preference and equity shares
  • stapled securities 
  • Exchange Traded Funds (ETFs)
  • interest rate securities
  • Hybrids
  • Listed Investment Trusts (LITs) and Listed Investment Companies (LICs) listed on the Australian Securities Exchange (ASX)

*Note: MPS is only available to financial advisers from approved licensees.

With eXpand Online you can securely view, manage and update your account at a time that’s convenient for you – anywhere at any time.

eXpand Investment’s direct debit facility enables you to make regular investments from your nominated financial institution account into your investment account.

We know that fees are important to you to maximise your investment fund. eXpand Investment offers competitive fees to all our investors, saving you money for when you need it.

Do any of your immediate family members have an eXpand account? eXpand allows you to link your family accounts, which may lead to big savings on administration fees.

eXpand Investment offers a number of multi-owner account types to suit your needs.