IOOF Personal Super Performance: Returns to September 30 2021
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| IOOF MultiSeries 30 | 6.88% | 5.96% | - |
| Median | 7.40% | 4.70% | - |
| IOOF MultiSeries 30 VS Median | -0.52% | 1.26% | - |
| IOOF MultiSeries 50 | 11.50% | 7.34% | - |
| Median | 12.80% | 6.30% | - |
| IOOF MultiSeries 50 VS Median | -1.30% | 1.04% | - |
| IOOF MultiSeries 70 | 16.17% | 8.58% | 8.60% |
| Median | 17.80% | 7.90% | 8.60% |
| IOOF MultiSeries 70 VS Median | -1.63% | 0.68% | 0.00% |
| IOOF MultiSeries 90 | 20.63% | 9.14% | - |
| Median | 22.10% | 9.30% | - |
| IOOF MultiSeries 90 VS Median | -1.47% | -0.16% | - |
IOOF Personal SuperFees**
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| IOOF MultiSeries 30 | 117 | 0.89% | $561.05 |
| IOOF MultiSeries 50 | 117 | 0.96% | $595.70 |
| IOOF MultiSeries 70 | 117 | 1.02% | $625.40 |
| IOOF MultiSeries 90 | 117 | 1.06% | $645.20 |
Asset Allocation
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
| Rank | Asset | % |
|---|
*Please note, this is not the default investment option for this fund.
**These fees are based on a $50,000 balance with $500 invested in the Cash Account
Insurance Rating
0
/100
OmniLife
Fund Information
ABN: 70 815 369 818
USI: SMF0126AU
Address: IOOF Personal Super, Reply Paid 264, Melbourne VIC 8060
About IOOF Personal Super
IOOF, which stands for the Independent Order of Odd Fellows, was founded in 1846.
In October 2021, IOOF announced it’s rebrand to Insignia Financial.
IOOF Personal Super is a retail super fund. It has had mixed performance against the median for it’s options listed on Review My Super.
IOOF Personal Super offers life, TPD and income protection insurance.
Omnilife have given IOOF an overall insurance rating of 70/100. However, ratings vary depending on the individual insured’s circumstances.
When Reviewing Super funds like IOOF Personal Super it’s a good idea to learn more about choosing a super fund. Consider the following:
Firstly, are you invested in the right risk profile? This is essentially the amount of risk you’re willing to take to achieve your desired investment return. High Growth investments will achieve the highest returns over the long run, and also carry the highest risk of loss in any one year.
Secondly, what to do about the insurance in your super? Most funds will come with a default amount of insurance cover for instance. For some people this will be very insufficient and for others it will be too much, for example. Therefore, tailoring your cover to your own circumstances is key.
Thirdly, what are the different ways you can contribute to super? Understanding contributions like salary sacrifice and the government co-contribution can help you make the most of your super.
Fourthly, and most importantly, make sure you review IOOF Personal Super against other super funds under the ‘Fund Profiles’ tab and check out the top super funds, to see who the leaders are.
In addition, If you would like to speak to someone for some guidance when reviewing your super, then please fill in the ‘Speak To An Advisor’ form above and an advisor will be in touch to see how they can assist you.
In conclusion, understanding the key elements of super, conducting the appropriate research and seeking the best advice will help with choosing the best fund.
Frequently Asked Questions
Yes, IOOF Personal Super is an APRA fund.
No, IOOF Personal Super is not a self-managed super fund. It is regulated by APRA.
No, IOOF Personal Super is a retail fund.
IOOF Personal Super is owned by IOOF.
Yes, anyone can join IOOF Personal Super.
0 Reviews