Benefits of investing in the OnePath Wholesale Select Leaders Trust

The Trust, which is part of the OnePath Wholesale range of trusts, offers you a range of benefits and features including:

• Potential for capital growth and income to help you meet your investment needs.
• Investor flexibility as the Trust is open to both direct investors and indirect investors who wish to invest in the Trust via a master trust or a wrap service.

In addition, if you are a direct investor, the Trust also offers the following benefits and features:

Online education through online material providing information on performance history, asset allocations, unit prices, market commentaries and updates as well as access to the necessary brochures and forms.

Ability to keep track of investments through:

• Account Access', our secure and easy to use online service available at onepath.com.au, which allows you to view account balances, recent transactions and transaction statements and update your personal details

• regular transaction statements detailing your applications, withdrawals, opening and closing balances (including unit prices)

• personalised annual taxation statements, providing all the relevant information required to complete your tax return including details of withdrawals

• for the latest available information on the Trust, you can contact Customer Services, visit our website at onepath.com.au, speak to your financial adviser or email us at wholesale.unittrust@onepath.com.au. 

If you are an indirect investor, you should contact your financial adviser or Service Operator.

The Trust is suitable for investors seeking higher long-term returns and targeted exposure to the Australian equity market.

About the Fund

The Trust seeks to build a portfolio of Australian stocks listed on the ASX that is well diversified across different industries and sectors and aims to meet the Trust's investment objectives in a risk-controlled manner.

The Trust blends active and passive management styles from a selection of leading investment managers.

The Trust aims to achieve returns (before fees, charges and taxes) that on average exceed inflation by at least 5.0% p.a., over periods of ten years or more.

Investment process

Alphinity believes that a company's earnings growth and expected earnings growth ultimately drives its share price performance, and that there is a systematic mispricing of individual equities over the short to medium term due to under or over estimation of a company's earnings ability. This provides an opportunity for outsized investment returns as the true earnings trajectory inevitably becomes apparent to the market.

Alphinity believes that, through a well-tested and systematic combination of in-depth fundamental research and targeted quantitative analysis, the investment team can successfully identify such investment opportunities and, as importantly, avoid or sell those stocks with deteriorating or overly optimistic market expectations.

With the focus on identifying companies where the investment team's earnings expectations differ to those of the market, Alphinity prefers companies with attractive total return estimates derived from a forecast earnings profile which differ from market expectations rather than a different valuation methodology or view.

How we invest your money

The strategy is a portfolio of the best ideas of the Alphinity process. Subsequently will typically not hold underweight positions, only investing in those stocks that the investment team views as high conviction. To be classified as high conviction the stocks must rank highly across both the fundamental research and targeted quantitative analysis.

The strategy is a concentrated, actively managed portfolio of Australia Stock Exchange listed securities. The portfolio contains between 20 and 30 securities.

The Trust investments

The Trust invests in a mix of Australian shares. In order to gain exposure to the investment markets, the Trust may invest directly or indirectly via other unlisted trusts.

Asset allocation

(Asset class: Benchmark / Range)

• Australian shares: 100% / 95-100%

• Cash: 0% / 0-5%