Finalist at the 2021 Zenith Fund Awards

IOOF has been recognised as a finalist at the 2021 Zenith Fund Awards.

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FINALIST

Multi-Asset – Diversified category

The Zenith Fund Awards are judged based on the following criteria over the long term:

  • organisational and investment team strength
  • investment philosophy
  • security valuation and selection 
  • portfolio construction 
  • risk management
  • fees 

This industry recognition by respected investment researcher, Zenith Investment Partners, demonstrates the Investment Team's depth of experience and expertise, and their ongoing commitment to deliver quality investment solutions which create strong investment outcomes and financial wellbeing for our clients over the long term. 

More information

To find out more about our multi-manager investment solutions, please visit Investment Central, or speak with your Client Solutions Manager.

Important information: The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.

Important information: This article is issued by IOOF Investment Services Ltd (IISL) ABN 80 007 350 405, AFSL 230703. IISL is a company within the IOOF group which consists of IOOF Holdings Ltd ABN 49 100 103 722 and its related bodies corporate. This article 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, by calling 1800 002 217 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 IISL 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.