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2021 Financial Standard Investment Leadership Awards

IOOF has been recognised as a winner and finalist in multiple fund categories at the 2021 Financial Standard Investment Leadership Awards.

Here are the results:

Winner

Multi Asset – Growth category

Finalist

Multi Asset – Capital Stable category

Finalist

Multi Asset – Balanced category

– IOOF MultiMix Growth Trust

– IOOF MultiMix Conservative Trust
– IOOF MultiMix Moderate Trust

– IOOF MultiMix Balanced Growth Trust

The Investment Leadership Awards recognise Australian investment managers that have proven to consistently add value to investors through sustained investment performance over the short, medium, and long term. The awards cover numerous categories across six major asset classes, with analysis conducted by Rainmaker Information. This year, they were commissioned to judge over 120 investment managers and their investment strategies and products.

This recognition follows several recent high-profile awards for our Investment Team. In May, at the 2021 Money Management Fund Manager of the Year Awards, the IOOF MultiMix Balanced Growth Trust won the ‘Multi Asset – Growth’ category and the Strategic Global Property Fund came highly commended in the ‘Global Property Securities’ category. In March this year, Canstar, Australia’s biggest financial comparison site, awarded IOOF ‘Managed Funds Provider of the Year – Multi-Sector Funds’. Prior to that, Money magazine Best of the Best Awards 2021, named IOOF MultiMix Balanced Growth Trust winner of the ‘Best Multi-Sector Fund’ category for the second year in a row and the IOOF MultiMix Australian Shares Trust won the category of ‘Best Australian Shares Super Product’. You can find out more about our awards here.

This win is another testament to the Investment Team’s impressive capabilities, breadth of expertise and their continued commitment to delivering strong investment outcomes and risk-adjusted returns for our clients, to help them secure their financial future.

More information

For more information, please read the media release.

To find out more about our multi-manager investment solutions, please speak with your adviser or contact us.

Important information: This document is issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFSL 230524, RSE License No. L000040 as Trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818, IOOF Investment Services Ltd (IISL) ABN 80 007 350 405, AFSL 230703 as the Service Operator of the Investor Directed Portfolio Service and as Responsible Entity of the IOOF Balanced Investor Trust and Specialist Funds and OnePath Funds Management Limited (OPFM) ABN 21 003 002 800, AFSL 238342 as issuer of the OneAnswer suite of investment portfolio products and OptiMix Wholesale Trusts, and OnePath Custodians Pty Limited (OPC) ABN 12 008 508 496 AFSL 238346, RSE L0000673 as trustee for the Retirement Portfolio Service ABN 61 808 189 263, RSE R1000986, SFN 4571 159 75 and the issuer of the OneAnswer suite of superannuation and pension products. IIML, IISL, OPFM and OPC are part of the IOOF Group of companies, consisting of IOOF Holdings Limited ABN 49 100 103 722 and its related bodies corporate. This document contains general advice only and does not take into account your taxation and financial circumstances, needs and objectives. Before making any investment decisions, you should assess your own circumstances or seek advice from a financial adviser. Before you acquire a financial product, you should obtain and consider the Product Disclosure Statement available from us at www.ioof.com.au or by calling 1800 002 217 (IIML and IISL products) and www.onepath.com.au or by calling 133 665 (OPC and OPFM products), or from your financial adviser. While this information is believed to be accurate and reliable at the time of publication, to the extent permitted by law, no liability is accepted for any loss or damage as a result of reliance upon it. Neither IIML, IISL, OPFM, OPC nor any company in the IOOF group guarantees the performance of any fund or the return of an investor’s capital.

Past performance is not an indicator of future performance.