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IOOF MySuper investment performance update

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  1. Fund Performance

IOOF MySuper Balanced Investor Trust has delivered solid returns for members

IOOF’s MySuper Balanced Investor Trust delivered solid^ returns of 13.03% for the 12 months to 31 March 2024. The Trust returned 6.94% per annum for the three years to 31 March 2024.

What contributed to positive 12-month returns

Over the 12 months to 31 March 2024, IOOF’s MySuper Balanced Investor Trust outperformed its benchmark due to a number of contributors. 

“These contributors included our private debt strategies which performed well. Other contributors included outperformance in the fixed interest and global shares portfolios. Furthermore, a large holding to global shares, which returned 26.5% contributed to strong performance,” said Stanley Yeo, Deputy Chief Investment Officer & Head of Equities at IOOF.

 

What is MySuper?

View the performance history of your IOOF products

Latest investment returns to 31 March 2024

   Returns (%)  Annualised Returns (% p.a.)
  1 month 3 months 1 year 3 years 5 years
IOOF Balanced Investor Trust   2.02 5.46 13.03 6.94 7.03


Issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFSL 230524 as Trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818. 

^ SuperRatings Fund Crediting Rate Survey index to 31/03/2024. The IOOF Balanced Investor Trust outperformed the median returns of options surveyed over 3 and 5 years. Returns are calculated net of investment fees, tax and implicit asset-based administration fees. Explicit fees such as fixed dollar administration fees, exit fees, contribution fees and switching fees are excluded. Past performance is not a reliable indicator of future performance. Ratings are only one factor to be taken into account when choosing a super fund.

Past performance is not a reliable indicator of future performance.

Performance is a net of fund manager fees and charges. Performance is on an 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 IIML, the investments managers, nor any of their related bodies corporate, guarantee the performance or any rate of return of the investments. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. This performance Summary may be considered to be general financial product advice only, and is not intended to represent investment or professional advice and does not take in to account your individual financial circumstances. You should consider the appropriateness of this information, having regard to your individual financial circumstances. A Product Disclosure Statement (PDS) should also be obtained and you should consider the PDS in deciding whether to acquire, or to continue to hold, any investment. A Target Market Determination (TMD) is also available. You can obtain the latest copy of the PDS (or other disclosure documents) and TMD by calling us on 1800 913 118 or by searching for the applicable product on the website at www.ioof.com.au