Two of our multi-manager investment funds were recognised once again at the 2023 Financial Standard Investment Leadership Awards. The IOOF MultiMix Growth Trust won the Multi-Asset – Growth category for the third year in a row and the IOOF MultiMix Balanced Growth Trust won the Multi-Asset – Balanced category for the second year in a row.
The Financial Standard Investment Leadership Awards recognises Australian investment managers that have proven to consistently add value to investors through sustained investment performance over the short, medium, and long term. Financial Standard commissioned Rainmaker Information to run the analysis, which weights performance factors equally with a series of different risk measures.
This latest recognition is testament to the strong pedigree of our investment team and their depth of experience honed over multiple investment cycles managing multi-manager, multi-asset portfolios.
Receiving the award Dan Farmer said “We’re incredibly proud to have been able to deliver strong outcomes for our clients. We’ve brought together the best of our ideas and skill to manage our funds and are unified around a common goal - to support Australians to achieve financial wellbeing.”
The IOOF MultiMix suite forms part of our compelling range of investment solutions and is available on our proprietary Expand Essential platform. You can find out more at https://www.myexpand.com.au/
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Important information:
This communication is issued by IOOF Investment Services Ltd ABN 80 007 350 405 AFSL 230703 as issuer and responsible entity of the IOOF MultiMix Balanced Growth Trust and IOOF MultiMix Growth Trust (the Trusts). Expand Essential Super, Expand Essential Pension, Expand Extra Super and Expand Extra Pension are issued by IOOF Investment Management Limited ABN 53 006 695 021 AFSL No. 230524 (IIML) as trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818. Expand Essential Investment and Expand Extra Investment are issued by Navigator Australia Limited ABN 45 006 302 987, AFSL No. 236466 (NAL). IISL, IIML and NAL are part of the Insignia Financial Group of companies, consisting of Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group).
The information provided is of a general nature only and does not take into account any particular investor’s financial circumstances, needs and objectives. Accordingly, reliance should not be placed by anyone on the information in this communication as the basis for making any investment decision. Before acting on the information, you should consider the appropriateness of it having regard to your clients’ personal objectives, financial situation and needs. Your clients should also consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before deciding to acquire or hold an interest in the Trusts or other financial product issued by an entity within the Insignia Group. A copy of the TMD and PDS for products issued by IISL, IIML and NAL is available at www.ioof.com.au or by calling 1800 002 217.
Past performance is not a reliable indicator of future performance. The value of an investment may rise or fall with the changes in the market. No company in the Insignia Financial Group guarantees the repayment of capital, the performance of, or any rate of return of an investment. Any investment is subject to investment risk, including possibly delays in repayment and loss of income and principal invested.
