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## Investment Management 

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## About the Division 

IOOF offers multi-manager products that are easy to understand with well-rounded investment options across a range of asset classes. Through Perennial Investment Partners, Australia’s leading boutique investment house, investors can access investments in Australian shares, international shares, Australian listed property, global listed property, fixed interest and cash. 

## Activities 

## Multimanager 

• Continued ‘recommended’ rating from Lonsec and 4 apples from Chant West. 

• Strong relative performance from Multimix cash management trust, cash enhanced trust, income trust and the alternatives product. 

• Roll out of new low-fee Multiseries balanced product. 

• Steve Merlicek named CIO of the year 2012 at the National Achievement Awards. 

## Perennial Investment Partners Limited 

• Despite challenging global markets, the Perennial Value Small Companies Trust continued to deliver good performance relative to its peers and the benchmark. 

• Perennial’s Fixed Interest Team delivered strong performance across its suite of products. Following the successful launch of Perennial’s Tactical Income Trust in June 2009, the Trust reached $250 million under management in June 2012. 

• For the third consecutive year, the Perennial Fixed Interest Team won the coveted Fixed Interest Fund Manager of the Year Award at the Australian Fund Manager Association Awards. 

## Trustee Services 

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## About the Division 

The Trustee division includes Estate Planning, estate administration, fiduciary services, small fund platform offerings and corporate trust services, operating under the brand, Australian Executor Trustees. The team of estate planning lawyers prepare estate plans, wills, powers of attorney and manage deceased estates on behalf of their clients while the fiduciary services team obtains appointments to act as trustee of compensation and disability trusts as well as private appointments. 

The Corporate Trust team act as custodian for managed investments schemes, trustee or security trustee of securitisation and structured finance transactions, and trustee for note and other debt issues. The AET Superannuation offering specialise in the provision of Small APRA Funds and SMSF end to end administration services. 

## Activities 

• In current market conditions, Corporate Trust activity remained broadly in line with forecasts. Focus remains on process efficiency gains and new business. 

• AET Superannuation refreshed each of its principal offerings with contemporary functionality and has enjoyed positive growth as a result. 

• The Estate and Trustee Services ‘partnering’ strategy has seen tremendous growth in trust appointments. 

• AET virtual estate planning (AET National), offering remote access to regional dealer group offices for estate planning services has been well received across the country. 

