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Ratings and awards

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

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.

Lonsec
FundAPIRRatingDate
IOOF MultiMix Capital Stable  IOF0094AU 'Recommended' January 2017
IOOF MultiMix Conservative  IOF0095AU 'Recommended' January 2017
IOOF MultiMix Moderate  UFM0051AU 'Recommended' January 2017
IOOF MultiMix Balanced Growth  IOF0093AU 'Recommended' January 2017
IOOF MultiMix Growth  IOF0097AU 'Recommended' January 2017
IOOF MultiMix Australian Shares  IOF0092AU 'Recommended' November 2016
IOOF MultiMix International Shares  IOF0098AU 'Recommended' March 2017
IOOF MultiMix Diversified Fixed Interest  IOF0096AU 'Recommended' May 2017
IOOF MultiMix Cash Enhanced  IOF0091AU 'Recommended' May 2017
IOOF Cash Management Class A PIM0002AU 'Recommended' May 2017
IOOF Cash Management Class D AUX0021AU 'Recommended' June 2014
IOOF Balanced Investor  IOF0232AU 'Recommended'  January 2017
IOOF MultiSeries 30 IOF0253AU 'Recommended' January 2017
IOOF MultiSeries 50 IOF0254AU 'Recommended' January 2017
IOOF MultiSeries 70 IOF0090AU 'Recommended' January 2017
IOOF MultiSeries 90 IOF0255AU 'Recommended' January 2017  

Chant West

Chant West is an independent superannuation research and consultancy firm. Their research is highly regarded in the industry and is valued by many of Australia's leading superannuation providers and adviser groups.

*This is an overall rating awarded by Chant West, and different ratings may have been awarded to individual products.

chantwest
FundAPIRRatingDate
IOOF MultiMix Capital Stable  IOF0094AU 4.5 Apples 2016
IOOF MultiMix Conservative  IOF0095AU 4.5 Apples 2016
IOOF MultiMix Moderate  UFM0051AU 4.5 Apples 2016
IOOF MultiMix Balanced Growth  IOF0093AU 4.5 Apples 2016
IOOF MultiMix Growth  IOF0097AU 4.5 Apples 2016
IOOF MultiMix Australian Shares  IOF0092AU 4.5 Apples 2016
IOOF MultiMix International Shares  IOF0098AU 4.5 Apples 2016
IOOF MultiMix Diversified Fixed Interest  IOF0096AU 4.5 Apples 2016
IOOF Cash Enhanced  IOF0091AU 4.5 Apples 2016
IOOF Cash Management Class A PIM0002AU 4 Apples 2016
IOOF Cash Management Class D AUX0021AU 4 Apples 2016
IOOF MultiSeries 30 IOF0253AU 4 Apples 2016
IOOF MultiSeries 50 IOF0254AU 4 Apples 2016
IOOF MultiSeries 70 IOF0090AU 4 Apples 2016
IOOF MultiSeries 90 IOF0255AU 4 Apples 2016

SuperRatings

SuperRatings are Australia's first super research company, and are committed and focused solely on super. SuperRatings exist to give Funds, members, the superannuation industry, journalists and commentators a deeper understanding of how the industry is tracking and why and how individual funds and products perform the way they do.

FundAPIRRatingDate
IOOF Balanced Investor Trust IOF0232AU Gold super 2015 November 2014

Disclaimers

The Chant West ratings logo is a trademark of Chant West Pty Limited and used under licence. This is an overall rating awarded by Chant West, and different ratings may have been awarded to individual products. chantwest.com.au

The Lonsec Rating (assigned as follows: IOF0253AU-January 2017; IOF0254AU-January 2017; IOF0255AU-January 2017; IOF0090AU-January 2017; IOF0091AU-May 2017; IOF0092AU-November 2016;IOF0093AU-January 2017; IOF0094AU-January 2017; IOF0095AU-January 2017; IOF0096AU-May 2017; IOF0097AU-January 2017; IOF0098AU-March 2017; UFM0051AU-January 2017; IOF0232AU-January 2017; PIM0002AU-May 2017; AUX0021AU-June 2014) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold [Fund Manager name] product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec's Ratings methodology, please refer to our website at: lonsecresearch.com.au/research-solutions/our-ratings

SuperRatings does not issue, sell, guarantee or underwrite this product. Go to superratings.com.au for details of its ratings criteria.