Insignia Financial (IFL) investor relations material

Executive summary

• FUMA rose by $10.2 billion (+3.1%) to $340.5 billion as of 30 September 2025, driven by strong Wrap inflows and positive equity markets.

• Net inflows totaled $1.0 billion, with $1.3 billion into Wrap and $785 million in net outflows from Master Trust.

• MLC brand relaunched with a new campaign and direct-to-consumer offering for MLC Super.

• Shadforth Financial Group acquired PMD Financial Advisers, adding nearly 400 clients and $700 million in funds under advice.

• Custody services for MLC Wealth transitioned from NAB Asset Servicing to BNP Paribas, migrating $150 billion in FUM.

Financial highlights

• Wrap FUA increased by $4.2 billion (+4.1%) to $107.1 billion, driven by $1.4 billion net inflows and $3.6 billion positive market movement.

• Master Trust FUA rose by $3.6 billion (+2.7%) to $138.8 billion, with $4.8 billion positive market movement and $785 million net outflows.

• Asset Management FUM grew by $2.3 billion (+2.5%) to $94.6 billion, with $1.9 billion market movement and $448 million net inflows.

• Multi-Asset net inflows of $696 million, mainly from MLC MultiSeries and Index Plus funds.

Outlook and guidance

• Strategic priorities delivered this quarter are expected to support sustainable growth through FY26.

• Progress continues on the Scheme Implementation Deed with CC Capital, pending regulatory approvals.