Ratings and awards

The continued endorsement by respected ratings agencies and associations illustrates how IOOF Employer Super is well positioned to meet the needs of our members.

 

Super Review

We’re delighted to be recognised as a finalist in the following product category at the Super Review 2021 Super Fund of the Year Awards:

 

            BEST CORPORATE SOLUTION PRODUCT

             IOOF Employer Super

 

Super Review has partnered with independent actuarial and superannuation consultancy, The Heron Partnership, and all finalists have been selected and rated by them, based not only on investment performance but on a range of important metrics including product design and member engagement.

Important information: © 2021 FE Money Management. All rights reserved.
The information, data, analysis, 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/product will perform in line with its Super Fund of the Year award as it reflects past performance only. Likewise, the Super Fund of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a product/fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

Important information: This document is issued by IOOF Investment Management Limited (IIML) | ABN 53 006 695 021 | AFS Licence No.230524. IIML is Trustee of the IOOF Portfolio Service Superannuation Fund (Fund) ABN 70 815 369 818. IOOF Employer Super, IOOF Personal Super and IOOF Pension are divisions in the Fund. The information in this document is general information only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial adviser. You should obtain and consider a copy of the Product Disclosure Statement available from us by visiting our website (www.ioof.com.au) or your adviser, before you acquire a financial product.

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.

MySuper GoldMyChoice GoldSuper Ratings blue

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.

Selecting Super AwardSelecting Super Award

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

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.

IOOF EMPLOYER SUPER

Why choose us?