Disclosure Documents

The Product Disclosure Statements of some of the funds that may be used by our Investment Committee in our clients’ portfolios are provided in PDF format below. Please note that all funds recommended as part of the Dynamic Portfolio Updates are included here.

Please note that the PDS below are provided for reference information of existing clients only. They do not constitute an investment recommendation and you should seek personal advice before making any investment decisions. Some PDS are for legacy purposes and are no longer included in current portfolios. If you have trouble reading or opening any of these documents, please contact RACQ Financial Planning.

Age Care

Alternative Investments

Australian Shares


Diversified Funds

Fixed Interest

International Shares

Guaranteed Annuity

Investment Bonds

Investment Platforms



IOOF eXpand

FinHQ Wrap I

IOOF Essential

IOOF Pursuit


Single Sector Funds

Additional Resources

If you do not have Acrobat Reader to view these documents, please download here