The Pursuit investment menus

We believe the Pursuit investment options are among the most innovative and well-researched in the industry.

IOOF uses a ‘best of breed’ approach, where a great deal of analytical work is done in order to identify the highest quality funds for our investment menus.

We also continually review the options to ensure they are meeting your needs.  In the last major review we evolved the menus to meet new demand for investments in term deposits, protected cash, infrastructure, commodities, property, alternatives and a wide range of specialist funds.

The new Pursuit investment menu is divided into nine major asset classes with 22 sub-classes, making it both comprehensive and easy to navigate.

Pursuit offers both a Select and Core model, each with separate investment menus, providing your clients with a range of managed funds across investment styles and asset classes.

• Pursuit Select offers greater functionality and a broad range of around 180 managed funds, which may suit clients who want more control and involvement in the management of their investments. The Select investment menu includes a diverse range of funds, such as small companies, specialist Australian and international shares, property, international fixed interest, infrastructure, commodities, alternative investments, term deposits and protected cash.
• Pursuit Core offers simple, easy-to-use functionality with a focused range of around 35 managed funds for clients who want low-maintenance investments and a straightforward investment process.

The full investment menus of the managed funds available for Pursuit Core and Pursuit Select are available from the IOOF web site.

Pursuit Select also has comprehensive Direct Shares functionality including participation in Dividend Reinvestment Plans and Corporate Actions. Click on to the next page for more details...