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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.

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 February 2020
IOOF MultiMix Balanced Growth IOF0093AU February 2020
IOOF MultiMix Growth IOF0097AU February 2020
IOOF MultiMix Moderate UFM0051AU February 2020
IOOF MultiSeries 50 IOF0254AU February 2020
IOOF MultiSeries 70 IOF0090AU February 2020
IOOF MultiSeries 90 IOF0255AU February 2020
Specialist Property WPC0012AU February 2020
Strategic Cash Plus WPC0028AU February 2020

4 FE Crowns

FundAPIRDate
IOOF Cash Management Class D IOF0094AU February 2020
IOOF MultiMix Australian Shares IOF0095AU February 2020
IOOF MultiMix Cash Enhanced UFM0051AU February 2020
IOOF MultiSeries 30 IOF0093AU February 2020
Specialist Australian Shares IOF0097AU February 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' March 2019
IOOF MultiMix Conservative  IOF0095AU 'Recommended' March 2019
IOOF MultiMix Moderate  UFM0051AU 'Recommended' March 2019
IOOF MultiMix Balanced Growth  IOF0093AU 'Recommended' March 2019
IOOF MultiMix Growth  IOF0097AU 'Recommended' March 2019
IOOF MultiMix Australian Shares  IOF0092AU 'Recommended' October 2018
IOOF MultiMix International Shares  IOF0098AU 'Recommended' March 2019
IOOF MultiMix Diversified Fixed Interest  IOF0096AU 'Recommended' June 2019
IOOF MultiMix Cash Enhanced  IOF0091AU 'Recommended' June 2019
IOOF Cash Management Class A PIM0002AU 'Recommended' June 2019
IOOF Cash Management Class D AUX0021AU 'Recommended' June 2019
IOOF Balanced Investor  IOF0232AU 'Recommended'  March 2019
IOOF MultiSeries 30 IOF0253AU 'Recommended' March 2019
IOOF MultiSeries 50 IOF0254AU 'Recommended' March 2019
IOOF MultiSeries 70 IOF0090AU 'Recommended' March 2019
IOOF MultiSeries 90 IOF0255AU 'Recommended' March 2019

Disclaimer

The Lonsec Rating (assigned as follows: IOF0090AU-March 2019; IOF0091AU-June 2019; IOF0092AU-October 2018; IOF0093AU-March 2019; IOF0094AU-March 2019; IOF0095AU-March 2019; IOF0096AU-June 2019; IOF0097AU-March 2019; IOF0098AU-March 2019; UFM0051AU-March 2019; IOF0253AU-March 2019; IOF0254AU-March 2019; IOF0255AU-March 2019; IOF0232AU-March 2019; PIM0002AU-June 2019; AUX0021AU-June 2019) 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 IOOF 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: https://www.lonsecresearch.com.au/ratings/#ratings-definitions

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.