Performance

Returns for the IOOF Balanced Investor Trust and IOOF MultiMix at 31 July 2018.

Returns

3 months %

6 months %

1 year %

3 years % pa

5 years % pa

IOOF Balanced Investor Trust *

3.24

3.79

11.10

6.92

 

IOOF MultiMix Capital Stable Trust

1.65

2.10

4.42

4.35

4.95

IOOF MultiMix Conservative Trust

1.91

2.93

6.19

4.73

5.89

IOOF MultiMix Balanced Growth Trust

2.97

4.59

12.55

9.16

9.16

IOOF MultiMix Moderate Trust

2.67

4.12

9.68

6.02

7.51

IOOF MultiMix Growth Trust

3.42

5.01

14.95

8.25

10.62

IOOF MultiMix Cash Enhanced Trust

0.55

1.01

2.12

2.36

2.68

IOOF MultiMix Diversified Fixed Interest Trust

0.65

0.64

1.66

3.55

4.39

IOOF MultiMix Australian Shares Trust

4.99

5.72

17.63

9.27

9.84

IOOF MultiMix International Shares Trust

2.40

4.65

17.44

9.49

13.69

* The IOOF Balanced Investor Trust is the IOOF default fund for MySuper. The fund inception date was 16 December 2013 so 5 year returns are not yet available.

Source: IOOF

Past performance is not a reliable indicator of future performance. Performance is net of fund manager fees and charges. Performance is based on exit price to exit price for the period and assumes that all distributions are reinvested. Investment management fees, other fees, expenses and tax (where applicable) are accounted for in the exit prices. Unit prices may rise and fall in line with the value of the underlying assets. Neither IOOF, the investment managers, nor any of their related bodies corporate, guarantee the performance or any rate of return of the investments.