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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.
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Q1 2025 earnings summary22 Oct, 2025

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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Frequently asked questions

Insignia Financial Ltd, formerly known as IOOF Holdings Ltd, is an Australian company specializing in financial services. It provides a comprehensive range of services including financial advice, investment management, superannuation, and estate and trustee services. Insignia Financial has evolved into one of Australia's leading wealth managers, offering tailored wealth management products and services to a wide client base. This includes both individual and institutional clients, focusing on superannuation and investments. The company is headquartered in Docklands, Victoria, and its shares are listed on the ASX.

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