Insignia Financial grows FUMA to $342bn in 2Q26: Key results for investors

The Insignia Financial Ltd (ASX: IFL) share price is in focus after reporting a modest $1.5 billion lift in funds under management and administration (FUMA) to $342.0 billion as at 31 December 2025, along with robust inflows into its Wrap and multi-asset solutions.

What did Insignia Financial report?

• FUMA increased by 0.4% to $342.0 billion over the quarter
• Net outflows for the quarter were $73 million
• Net inflows into Wrap products totalled $1.5 billion
• Multi-Asset solutions notched up net inflows of $779 million
• Master Trust (Superannuation) FUA decreased by $1.7 billion to $137.1 billion
• Asset Management FUM was $94.5 billion, down $66 million

What else do investors need to know?

Insignia Financial saw internal transfers as part of a product migration, with $1.9 billion moved from Master Trust into Expand Extra, aiming to streamline offerings and lower fees for customers. The company also rolled out a refreshed direct-to-consumer MLC Super Fund website and new branding, targeting better experiences and easier onboarding for members.

The business is advancing on its proposed acquisition by CC Capital, with regulatory approvals on track and a shareholder vote anticipated in the first half of 2026.

What did Insignia Financial management say?

CEO Scott Hartley said:

This quarter, our focus has been on maintaining momentum across the business, as we continue to deliver on the strategic priorities outlined in our 2030 Vision and Strategy. FUMA increased to $342.0 billion, supported by positive market movements, encouraging net inflows into Wrap, and continued net inflows into Asset Management’s retail multi-asset and Managed Accounts offerings.

What’s next for Insignia Financial?

Insignia Financial is continuing its work to become Australia’s leading and most efficient diversified wealth management company by 2030. The company is investing in adviser experience, member engagement, and digital innovation, while also focusing on continuous improvement in product offerings and operational efficiency.

The upcoming shareholder vote on the CC Capital acquisition is a major near-term event, with management expecting regulatory requirements to be resolved in the coming months.

Insignia Financial share price snapshot

Over the past 12 months, Insignia Financial has risen 5%, slightly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

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The post Insignia Financial grows FUMA to $342bn in 2Q26: Key results for investors appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.