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.
| Fund | APIR | Rating | Date |
|---|---|---|---|
| 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.
| Fund | APIR | Rating | Date |
|---|---|---|---|
| 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.
| Fund | APIR | Rating | Date |
|---|---|---|---|
| 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.