Search

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

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 Lonsec Rating (assigned as follows: IOF0253AU-January 2018; IOF0254AU-January 2018; IOF0255AU-January 2018; IOF0090AU-January 2018; IOF0091AU-May 2018; IOF0092AU-October 2018;IOF0093AU-January 2018; IOF0094AU-January 2018; IOF0095AU-January 2018; IOF0096AU-May 2018; IOF0097AU-January 2018; IOF0098AU-February 2018; UFM0051AU-January 2018; IOF0232AU-January 2018; PIM0002AU-April 2018; AUX0021AU-April 2018) 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.