Meet Ifsinvest; a non-super investment platform - ACTU Australian Unions
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Meet ifsinvest; a non-super investment platform

ifsinvest aims to be a solution to your non-super investment needs. ifsinvest has been helping Unions and Industry Fund members with their investments for over 10 years by providing high quality and competitively priced investment services.

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

ifsinvest continues to work with the ACTU, Unions, Workers Entitlement Funds, Charities, industry fund members and direct investors to provide investment services. As Union members, the ifsinvest team has a keen appreciation of the labour that creates Union member funds and the diligence and care required to manage them.

With ifsinvest you’ll 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 their investments are not locked in – you can redeem them at any time – subject to normal fund redemption timeframes.

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

The models range from the ‘Cautious’ model which aims to deliver 2.25% return per year over and above the rate of inflation, to the ‘Highly Aggressive’ model which targets 3.75% per year return above inflation.

One of the facts of investment life is that investments go down as well as up.  Whilst ifsinvest can’t change this reality, they can focus on assisting you through the journey (the daily ups and downs) as much as on the destination (the target return). Their models are professionally designed to do this, primarily by diversifying over different types of asset and with different levels of geographic and industry exposure.  Details of these models, including their performance and what they’re invested in, are available at ifsinvest.com.au.


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

 


ifsinvest 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.