We are excited to announce that ifsinvest has changed its name to Partnervest.

Partnervest began as part of Industry Fund Services. Today, Partnervest is part of Franklin Templeton, one of the world’s leading fund managers.

This change has been a part of our plan since our transition to Franklin Templeton from Industry Fund Services (IFS). Our new name better reflects our approach in supporting your investment needs by partnering with you and builds on our heritage of previously being part of Industry Fund Services.

Partnervest is here for your non-super investment needs. Partnervest has been helping Unions and Industry Fund members with their investments for over 10 years by providing high quality and competitively priced investment services.

As Union members, the Partnervest team has a keen appreciation of the labour that creates Union member funds and the diligence and care required to manage them.

With Partnervest, you have access to specialist fund managers and a range of Model Portfolios tailored to suit your goals and risk appetite. An added benefit is that your investments are not locked in – you can redeem them at any time – subject to normal fund redemption timeframes.

For a sense of how Partnervest serves clients, here is a quick explanation of their model portfolios.  Because all investors differ in their return objectives, Partnervest have crafted  models that span the risk and return spectrum.  Generally speaking, the higher the return target, the higher the risk.

One of the facts of investment life is that investments go down as well as up.  Whilst we at Partnervest can’t change this reality, we do focus on assisting you through your  journey (the daily ups and downs) as much as on the destination (the target return). Our models are professionally designed to do this. By diversifying over different types of asset and with different levels of geographic and industry exposure we aim to achieve your goals through a portfolio allocation that suits your needs.  Details of these models, including their performance and what they’re invested in, are available at partnervest.com.au.      

Please feel free to contact Partnervest on 1300 734 496 or head to partnervest.com.au/we-help-your-money-work-for-you.

IMPORTANT INFORMATION

partnervest is a division of Legg Mason Asset Management Australia Limited (Legg Mason Australia), ABN 76 004 835 849, AFSL No. 240827. Legg Mason Australia is part of Franklin Resources, Inc. Before making an investment decision you should read the Product Disclosure Statement (PDS) for the Fund carefully and you need to consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances.

Date Published: 03/03/2021 Category: Member Benefits

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