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Insignia Financial (IFL) investor relations material
Insignia Financial Q1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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.
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