Insignia Financial (IFL) Q2 2026 earnings summary

Executive summary

• Funds Under Management and Administration (FUMA) rose by $1.5 billion (+0.4%) to $342.0 billion as of 31 December 2025, driven by positive market movements and net inflows into Wrap and Asset Management retail offerings.

• Net outflows for the quarter totaled $73 million, mainly due to institutional outflows and Master Trust outflows, partially offset by strong inflows into Wrap and Multi-Asset solutions.

• Strategic initiatives included a new MLC brand campaign and product enhancements aimed at improving member experience and driving future net flows.

Financial highlights

• Wrap Funds Under Administration (FUA) increased by $3.2 billion (+3.0%) to $110.4 billion, with net inflows of $1.5 billion and positive market movement of $497 million.

• Master Trust FUA decreased by $1.7 billion (-1.2%) to $137.1 billion, impacted by internal transfers and net outflows of $758 million.

• Asset Management FUM decreased by $66 million (-0.1%) to $94.5 billion, with net outflows of $819 million, offset by $753 million in positive market movement.

• Multi-Asset solutions achieved net inflows of $779 million, driven by strong uptake of lower-cost funds and Managed Accounts.

Outlook and guidance

• Management remains focused on delivering the 2030 Vision and Strategy, with ongoing efforts to enhance adviser service, product proposition, and member engagement.

• Improvements in digital offerings and member experience are expected to support improved net flows in the Master Trust personal channel.