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Performance

Returns for the IOOF Balanced Investor Trust (MySuper option), IOOF MultiMix and MultiSeries as at 30 June 2020.

Returns

3 months
%

6 months
%

1 year

%

3 years

% pa

5 years

% pa

IOOF Balanced Investor Trust*

6.68

-3.57

0.62

6.34

6.51

IOOF MultiMix Capital Stable Trust

3.61

0.58

2.47

4.14

4.46

IOOF MultiMix Conservative Trust

2.85

-0.08

2.31

4.56

4.81

IOOF MultiMix Balanced Growth Trust

5.39

-3.05

2.12

6.88

6.84

IOOF MultiMix Moderate Trust

4.15

-2.25

1.30

5.45

5.67

IOOF MultiMix Growth Trust

6.71

-4.70

1.41

7.35

7.48

IOOF MultiMix Cash Enhanced Trust

0.87

0.68

1.35

1.90

2.11

IOOF MultiMix Diversified Fixed Interest Trust

4.41

2.98

4.61

4.52

4.55

IOOF MultiMix Australian Shares Trust

17.34

-10.35

-2.46

7.41

7.55

IOOF MultiMix International Shares Trust

5.50

-2.66

4.39

8.79

8.92

IOOF MultiSeries 30

3.79

0.67

3.40

5.24

-

IOOF MultiSeries 50

5.09

-1.20

2.34

5.95

-

IOOF MultiSeries 70

6.66

-2.85

1.26

6.52

6.21

IOOF MultiSeries 90

7.75

-5.50

-0.86

6.42

-

* The IOOF default fund for MySuper

Source: IOOF

Performance is net of fund manager fees and charges. Performance is based on exit price to exit price for the period and assumes that all distributions are reinvested. Investment management fees, other fees, expenses and tax (where applicable) are accounted for in the exit prices. Unit prices may rise and fall in line with the value of the underlying assets. Neither IOOF, the investment managers, nor any of their related bodies corporate, guarantee the performance or any rate of return of the investments.