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Standout results for IOOF

We’re delighted to announce that IOOF has been recognised in multiple fund categories in the 2020 Money Management Fund Manager of the Year Awards.

Here are the results:

IOOF Balanced Investor Trust
OnePath OptiMix Wholesale Australian
Fixed Interest Trust A
Specialist Property Fund

These results acknowledge the continued hard work and dedication of our Investment Team and our ability to construct quality investment solutions that help our clients reach their financial goals.

As a MySuper default offering, the IOOF Balanced Investor Trust winning the Multi Asset – Balanced category is testament to the Investment Team’s strong client-centric culture and strength in asset allocation.

The Money Management Fund Manager of the Year Awards have been running for 32 years and are a hallmark for excellence in the Australian funds management industry. This year’s awards were live streamed due to Coronavirus (COVID-19), but this did nothing to dampen the excitement of those hoping to be recognised as the best of the best in the funds management industry.

This year Money Management adopted a new approach for their judging methodology of the awards. The judging consisted of three main stages (quantitative screening, qualitative evaluation and result collation), combining FE fundinfo's quantitative fund performance data over one and three years, with the expertise of their recognised research partners, Lonsec, Mercer, SQM Research and IOOF as an industry partner. The award partners had the flexibility to use their in-house methodologies and unique skills help to determine the final outcomes. It is important to note that IOOF was excluded from judging in the fund categories that included our own funds.

With the IOOF Investment Team now expanded following the integration of the ANZ Pensions & Investments business, it has been fantastic to see how quickly and naturally collaboration has evolved. The team remain committed to fulfilling our purpose to help your clients secure their financial future by delivering strong investment outcomes through building well-diversified, risk-controlled portfolios, utilising a wide range of value-adding strategies.

Important information: This document is issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFSL 230524, RSE License No. L000040 as Trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818, IOOF Investment Services Ltd (IISL) ABN 80 007 350 405, AFSL 230703 as the Service Operator of the Investor Directed Portfolio Service and as Responsible Entity of the IOOF Balanced Investor Trust and Specialist Property Fund and OnePath Funds Management Limited (OPFM) ABN 21 003 002 800, AFSL 238342 as issuer of the OneAnswer suite of investment portfolio products and OptiMix Wholesale Trusts, and OnePath Custodians Pty Limited (OPC) ABN 12 008 508 496 AFSL 238346, RSE L0000673 as trustee for the Retirement Portfolio Service ABN 61 808 189 263, RSE R1000986, SFN 4571 159 75 and the issuer of the OneAnswer suite of superannuation and pension products. IIML, IISL, OPFM and OPC are part of the IOOF Group of companies, consisting of IOOF Holdings Limited ABN 49 100 103 722 and its related bodies corporate. This document contains general advice only and does not take into account your taxation and financial circumstances, needs and objectives. Before making any investment decisions, you should assess your own circumstances or seek advice from a financial adviser. Before you acquire a financial product, you should obtain and consider the Product Disclosure Statement available from us at www.ioof.com.au or by calling 1800 002 217 (IIML and IISL products) and www.onepath.com.au or by calling 133 665 (OPC and OPFM products), or from your financial adviser. While this information is believed to be accurate and reliable at the time of publication, to the extent permitted by law, no liability is accepted for any loss or damage as a result of reliance upon it. Neither IIML, IISL, OPFM, OPC nor any company in the IOOF group guarantees the performance of any fund or the return of an investor’s capital.  Past performance is not an indicator of future performance.