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Ratings and awards

The continued endorsement by respected ratings agencies and industry associations illustrates how our investment products are well positioned to meet the needs of our investors.

Money Management Fund Manager of the Year Awards 2020

IOOF has been recognised in multiple fund categories in the 2020 Money Management Fund Manager of the Year Awards.

IOOF Balanced Investor Trust

OptiMix Wholesale Australian Fixed Interest Trust A

Specialist Property Fund

About the awards

The Money Management Fund Manager of the Year Awards have been running for 32 years and are a hallmark for excellence in the Australian funds management industry.

This year Money Management adopted a new approach for their judging methodology of the awards. The judging consisted of three main stages (quantitative screening, qualitative evaluation and result collation), combining FE fundinfo's quantitative fund performance data over one and three years, with the expertise of their recognised research partners, Lonsec, Mercer, SQM Research and IOOF as an industry partner. The award partners had the flexibility to use their in-house methodologies and unique skills help to determine the final outcomes. It is important to note that IOOF was excluded from judging in the fund categories that included our own funds.

For more information about the methodology behind the awards visit https://fundmanagerawards.moneymanagement.com.au

Disclaimer

© 2020 FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

FE fundinfo Crown Fund Ratings

FE fundinfo is one of the world’s leading providers of investment fund data and analysis.

The FE Crown Fund Ratings are quantitative ratings ranging from one to five designed to help investors identify funds which have displayed superior performance in terms of stockpicking, consistency and risk control. Rebalanced twice a year in February and August, the rating takes into account three key measurements to derive a fund’s performance: alpha, volatility and consistently strong performance.

Rating details

5 FE Crowns

FundAPIRDate
IOOF Balanced Investor  IOF0232AU August 2020
IOOF Cash Management Class DAUX0021AUAugust 2020
IOOF MultiMix Cash EnhancedIOF0091AUAugust 2020
IOOF MultiMix Balanced Growth IOF0093AU August 2020
IOOF MultiMix Growth IOF0097AU August 2020
IOOF MultiMix Moderate UFM0051AU August 2020
IOOF MultiSeries 50 IOF0254AU August 2020
IOOF MultiSeries 70 IOF0090AU August 2020
IOOF MultiSeries 90 IOF0255AU August 2020
Strategic Cash Plus WPC0028AU August 2020

4 FE Crowns

FundAPIRDate
IOOF MultiMix Australian Shares IOF0092AU August 2020
Specialist Australian Shares WPC0005AU August 2020
Specialist PropertyWPC0012AUAugust 2020

For more information about the methodology behind the FE fundinfo’s Crown Fund Ratings visit https://www.moneymanagement.com.au/fe-crown-fund-ratings

Disclaimer

© 2020 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

Money magazine

The IOOF MultiMix Balanced Growth Trust has been awarded the ‘Best Multi-Sector Fund’ in the 2020 Money magazine Best of the Best Awards.

Money is Australia’s longest-running, highest-selling and most-read personal finance magazine. Founded in 1999, Money magazine provides credible, independent and easy-to-understand financial information, helping readers to earn more, save more and make the most of their investments.

moneymag.com.au

Lonsec

Lonsec

Lonsec provides financial advisers with in-depth, quality managed funds research, spanning a range of traditional and alternative asset classes. Lonsec has empowered financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships. While the services offered have evolved over time, uncompromising quality and client focus remain paramount.

Rating details

FundAPIRRatingDate
IOOF MultiMix Capital Stable  IOF0094AU 'Recommended' April 2020
IOOF MultiMix Conservative  IOF0095AU 'Recommended' April 2020
IOOF MultiMix Moderate  UFM0051AU 'Recommended' April 2020
IOOF MultiMix Balanced Growth  IOF0093AU 'Recommended' April 2020
IOOF MultiMix Growth  IOF0097AU 'Recommended' April 2020
IOOF MultiMix Australian Shares  IOF0092AU 'Recommended' April 2020
IOOF MultiMix International Shares  IOF0098AU 'Recommended' April 2020
IOOF MultiMix Diversified Fixed Interest  IOF0096AU 'Recommended' April 2020
IOOF MultiMix Cash Enhanced  IOF0091AU 'Recommended' April 2020
IOOF Cash Management Class A PIM0002AU 'Recommended' April 2020
IOOF Cash Management Class D AUX0021AU 'Recommended' April 2020
IOOF Balanced Investor  IOF0232AU 'Recommended'  April 2020
IOOF MultiSeries 30 IOF0253AU 'Recommended' April 2020
IOOF MultiSeries 50 IOF0254AU 'Recommended' April 2020
IOOF MultiSeries 70 IOF0090AU 'Recommended' April 2020
IOOF MultiSeries 90 IOF0255AU 'Recommended' April 2020

Disclaimer

The rating issued for IOF0090AU-April 2020; IOF0091AU-April 2020; IOF0092AU-April 2020; IOF0093AU-April 2020; IOF0094AU-April 2020; IOF0095AU-April 2020; IOF0096AU-April 2020; IOF0097AU-April 2020; IOF0098AU-April 2020; UFM0051AU-April 2020; IOF0253AU-April 2020; IOF0254AU-April 2020; IOF0255AU-April 2020; IOF0232AU-April 2020; PIM0002AU-April 2020; AUX0021AU-April 2020 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

Zenith

zenith - rating approved

zenith - rating recommended

Zenith Investment Partners is a leading investment research provider dedicated to the delivery of premium investment research solutions for financial advisers and their clients.

Rating details

FundAPIRRatingDate
IOOF MultiMix Capital Stable  IOF0094AU 'Approved' 1 October 2019
IOOF MultiMix Conservative  IOF0095AU 'Approved' 1 October 2019
IOOF MultiMix Moderate  UFM0051AU 'Approved' 1 October 2019
IOOF MultiMix Balanced Growth  IOF0093AU 'Approved' 1 October 2019
IOOF MultiMix Growth  IOF0097AU 'Approved' 1 October 2019
IOOF MultiSeries 30 IOF0253AU 'Recommended' 1 October 2019
IOOF MultiSeries 50 IOF0254AU 'Recommended' 1 October 2019
IOOF MultiSeries 70 IOF0090AU 'Recommended' 1 October 2019
IOOF MultiSeries 90 IOF0255AU 'Recommended' 1 October 2019

Disclaimer

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (1 October 2019) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/RegulatoryGuidelines

To find out more about our multi-manager investment solutions, please contact your financial adviser or call Investor Services on 1800 002 217.