OA Frontier AP-OnePath Conservative
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101343-2024-05-18-02:36.pdf |
FUND MANAGER | OnePath |
ASX Code | |
APIR | MMF1624AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The fund invests in a diversified mix of Australian and international assets with a strong bias towards defensive assets. |
INVESTMENT PROFILE | The Fund aims to achieve returns (before fees, charges and taxes) that on average exceed inflation by at least 3.0% p.a., over periods of ten years or more. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 15-11-2010 |
BENCHMARK | Australian CPI + 3.0% p.a. |
FUND SIZE | Australian CPI + 3.0% p.a. |
DISTRIBUTION FREQUENCY | N/A |
NO. OF HOLDINGS | |
FEES | 0.80% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing with OneAnswer Frontier Personal Super and PensionOneAnswer Frontier Personal Super and Pension enables you to tailor an investment solution to help you achieve your retirement goals by offering you:
Risk levelMedium Investor suitabilityThe fund is suitable for investors seeking medium term returns through investing in a diversified mix of asset classes with a bias towards defensive assets offering yield with modest capital growth. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About OneAnswer FrontierOneAnswer Frontier provides a comprehensive solution to your investment, superannuation and retirement needs. OneAnswer Frontier offers you an extensive range of innovative features and member services, including:
Which OneAnswer solution is right for me?OneAnswer Frontier Personal Super If you:
OneAnswer Frontier Pension If you are eligible and want to:
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Mandate
How we invest your moneyThe fund invests in a diversified mix of Australian and international assets with a strong bias towards defensive assets. The fund blends active and passive management styles from a selection of leading investment managers. Asset allocation(Asset class: Benchmark / Range)
*Fixed interest may include exposure to government, corporate, inflation protected and/ or other securities. **Listed Real Assets may include allocations to Global Listed Property and Infrastructure Securities. ***International shares may include exposure to emerging markets and/or global small cap securities. ****The Alternative investments portfolio may include exposure to investments such as alternative credit, hedge funds, infrastructure, private equity and real estate. These assets may require a longer period of time to liquidate (i.e. greater than 90 days). |