The continued endorsement by respected ratings agencies and associations illustrates how IOOF Employer Super is well positioned to meet the needs of our members
Money Management
Fund Manager of the Year - Multi Asset - Balanced - Winner - 2020: IOOF Balanced Investor Trust
SuperRatings
SuperRatings are superannuation experts specialising in ratings, research and consulting providing the superannuation industry with the tools and intelligence required to build value for their members and reach their strategic goals.
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.
Heron Partnership
The 2020-21 assessment covered 107 major superannuation products and 62 pension products. The superannuation products included 37 commercial products, 40 industry fund products, 8 Government designated products and 22 specialist “corporate” products.
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 Balanced Investor Trust
|
IOF0232AU
|
'Recommended'
|
April 2020
|
Disclaimers
© 2020 FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management 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 Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be 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. For more information about the methodology behind the awards visit https://fundmanagerawards.moneymanagement.com.au
SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.
The rating issued for IOF0232AU-April 2020 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.
