June 2024 | 3 min read
Three of our MLC MultiActive investment funds (formerly IOOF MultiMix) were recognised once again at the 2024 Financial Standard Investment Leadership Awards. MLC MultiActive Growth won the Multi-Asset – Growth category for the fourth year in a row, MLC MultiActive Balanced won the Multi-Asset – Balanced category for the third year in a row, and MLC MultiActive Moderate won the Multi-Asset – Capital Stable category.
The Financial Standard Investment Leadership Awards recognise 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.
Commenting on 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.”
These multi-manager funds, along with our highest-rated MLC Managed Account Strategies, form part of our compelling range of investment solutions and are available on a range of leading platforms, including our proprietary Expand offer.
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Important information
This communication is issued by IOOF Investment Services Ltd ABN 80 007 350 405 AFSL 230703 (IISL) in its capacity as responsible entity of the managed investment schemes referred to above.
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).
MLC Asset Management Pty Ltd (MLCAM) (ABN 44 106 427 472, AFSL 308953) is the distributor of MLC Managed Account Strategies, which are made available through various investment platforms. Please refer to www.mlcam.com.au for a full list of platform availability for the MLC Managed Account Strategies. MLCAM, 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 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 personal objectives, financial situation and needs. You should also consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD), available from www.mlcam.com.au or www.myexpand.com.au, before deciding to acquire or hold an interest in a financial product referred to in this communication.
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 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.
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