The continued endorsement by respected ratings agencies and associations illustrates how IOOF Employer Super is well positioned to meet the needs of our members
SelectingSuper
SelectingSuper is Australia's original source of independent information about superannuation that explains how it works, how to compare funds and help you choose the best one for your needs.
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.
Heron Partnership
Our Heron Quality Star ratings commenced in 2006 and the 2017/18 ratings are the 23rd public assessment undertaken by us. These ratings covered 136 superannuation products, which included 59 commercial products, 45 industry funds, 11 Government designated funds, 21 specialist "corporate" products as well as 81 retirement products. IOOF Employer Super has been judged as "outstanding" and has been awarded the highest rating with 5 Heron Quality Stars for 2017/18.
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 |
|---|---|---|
| IOOF Balanced Investor Trust | IOF0232AU | 'Recommended' |
Money Management and Lonsec
Fund Manager of the Year 2016
Find out more on IOOF MultiMix ratings
Disclaimers
The Lonsec Rating (assigned as follows: IOF0232AU-January 2017) 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: http://www.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.