Standout performance for IOOF

We are delighted to announce that our award winning IOOF MultiMix Balanced Growth Trust continues to perform well and has placed 4th in the Chant West Top 10 performing growth funds for the 2019/20 financial year.

For more information please read the Chant West media release.

The IOOF MultiMix Balanced Growth Trust has also ranked 5th in the SuperRatings SR50 Balanced (60-76) Index over 12 months to 30 June 2020.*

These are fantastic results that were achieved by the continued focus, strategy and skill of the IOOF Investment Team, led by Dan Farmer, our Chief Investment Officer. The team is dedicated to delivering strong investment outcomes for our clients through building well-diversified, risk-controlled portfolios, utilising a wide range of value-adding strategies.

More information

To find out more about our multi-manager investment solutions, please speak with your adviser or contact us.

*Interim Results. SuperRatings Pty Ltd survey used for comparison is the SR50 Balanced (60-76) Index as at 30 June 2020.

Important information: This document is issued by IOOF Investment Services Ltd (IISL) ABN 80 007 350 405, AFSL 230703. IISL is a company within the IOOF group which consists of IOOF Holdings Ltd 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, by calling 1800 002 217 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 IISL nor any company in the IOOF group guarantees the performance of any fund or the return of an investor’s capital. Examples are for illustrative purposes only and are subject to the assumptions and qualifications disclosed. Past performance is not a reliable indicator of future performance.