Sustained success - Investment team wins again

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Sustained success - Investment team wins again

For the third time in four years, IOOF MultiMix Balanced Growth Trust has won Best Multi-Asset Fund at the Money magazine Best of the Best Awards 2023.

Money magazine Best of the Best Awards 2023

IOOF has been recognised as a winner at the Money magazine Best of the Best Awards 2023.

Best Multi-Asset Fund

IOOF Multimix Balanced Growth Trust

The Money magazine awards have been running for 23 years and are designed to help more Australians grow their personal wealth through the magazine’s independent research and insights on Australia’s best-value providers. After assessing short, medium and long-term fund performance and investment risk factors, IOOF MultiMix Balanced Growth Trust was deemed to be the strongest performing multi-sector unit trust in the industry.

This recognition acknowledges the Investment team’s impressive capabilities and depth of expertise, specifically in managing multi-sector funds, and their continued commitment to delivering strong investment outcomes and financial wellbeing over the long term for clients.

Receiving the award Dan Farmer, Chief Investment Officer, said “our active strategy has seen us well positioned to access diversified sources of returns across our portfolio and we’re very proud to have delivered for our clients through tough market conditions."

IOOF MultiMix is the premium range of fully-active multi-manager funds, for those clients that would like access to a range of investment managers and styles, and asset classes.

Multi-manager solutions simplify the investment selection process by providing access to a team of experienced investment professionals who are skilled at building well-diversified, risk-controlled portfolios and who are dedicated to identifying, blending, and monitoring investment managers.

This recognition adds to the numerous high-profile consumer and industry awards the investment team has won in recent years, including Canstar’s Provider of the Year 2022 for the range of funds offered in the IOOF MultiSeries and IOOF MultiMix suites. You can find out more about some of our award wins.

IOOF MultiMix Balanced Growth Trust is available on Expand Essential and Expand Extra, our Wrap platform which is underpinned by Insignia Financial’s proprietary contemporary technology, which was recently refreshed following the delivery of extensive enhancements improve clients’ investment outcomes and meet the evolving needs of advisers.

More information

Advisers looking to find out more can speak to their Business Development Manager or email advisoryrelationships@insigniafinancial.com.au.