MLC Asset Management has been recognised at the 2023 Zenith Fund Awards once again, winning the Multi Asset - Diversified category and making the final in the Multi Asset - Real Return category.
The Zenith Fund Awards celebrate excellence in funds management across all asset classes and disciplines and encourage innovation. There’s no short-termism determining the awards with the winning fund managers needing to demonstrate they have what it takes to deliver for investors over the long term.
This recognition acknowledges our investment team’s impressive capabilities and depth of expertise, specifically in managing multi-manager funds, as well as their continued commitment to delivering strong investment outcomes for our clients.
Receiving the award, our Chief Investment Officer, Dan Farmer, said “This is a great outcome and we’re pleased to have been able to deliver for our clients through challenging market conditions. This award recognition further reflects the high regard Zenith has for our team’s capability, and the quality of our investment offer.”
The funds recognised in the awards form part of the enhanced investment offer that has been developed after deep consideration of the best ideas in our combined investment team. This offer is evolving to allow for greater investment focus and consistency across our range of contemporary, high conviction, best-in-class, investment strategies. You can read more about this here.
To find out more please speak to our Advisory Solutions team.
The above information has been prepared for the general information of licensed financial advisers only and it is not intended to constitute a recommendation or advice. It has been prepared without considering any investor's objectives financial situation or needs. Investors should consider its appropriateness having regard to these factors before acting on the information.
This information is issued by IOOF Investment Services Ltd ABN 80 007 350 405 AFSL 230703 (IOOF) and MLC Investments Limited ABN 30 002 641 661 AFSL 230705 (MLC) each in their capacity as responsible entity and trustee of the managed investment schemes issued by them referred in the information, including but not limited to the IOOF MultiMix and MultiSeries suite of funds and MLC Wholesale Horizon, MLC Index Plus and MLC Inflation Plus funds (collectively Funds). MLC and IOOF are part of the Insignia Financial Group of companies comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). The capital value, payment of income and performance of any financial product referred to in this information is subject to investment risk, including possible delays in repayment of capital and loss of income and principal invested. Opinions constitute our judgement at the time of issue and are subject to change. Neither IOOF, MLCI nor any member of the Insignia Financial Group, nor their employees or directors give any warranty of accuracy or reliability, nor accept any responsibility for errors or omissions in this information.
Investors should consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before deciding to acquire or hold an interest in a Fund mentioned in this information, available by calling 1800 002 217 or visiting www.ioof.com.au (regarding IOOF products) or calling 1300 738 355 or visiting www.mlcam.com.au/MLCWholesale (regarding MLC products). Any reference in this information to a security, asset or asset class, or strategy (Investment) is for illustrative purposes only and should not be taken as a recommendation to buy, sell or hold such Investment. Investments mentioned in this information may no longer be in any Fund after the time of preparation. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and actual returns may vary from any target returns described in this information. Any projection or other forward looking statement in this information is provided for information purposes only. The actual results achieved may differ materially from these projections.
Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 13 October 2023 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2023/