OnePath Wholesale Blue Chip Imputation Trust
About this Fund
|FUND MANAGER||Nikko AM|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Trust invests predominantly in a diversified portfolio of Australian companies which provide a relatively high level of franked income.|
|INVESTMENT PROFILE||The Trust aims to outperform the gross return of the Benchmark (before fees, charges and taxes) over periods of at least three to five years and also targets a gross dividend yield, including franking credits that exceeds the gross dividend yield of the benchmark.|
|BENCHMARK||S&P/ASX 100 Total Return Index, including franking credits|
|FUND SIZE||S&P/ASX 100 Total Return Index, including franking credits|
|NO. OF HOLDINGS|
Benefits of investing in the OnePath Wholesale Ble Chip Imputation 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 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:
If you are an indirect investor, you should contact your financial adviser or Service Operator.
|RISK LEVEL||Very High|
The Trust is suitable for investors seeking higher long-term returns and income through investing in the Australian equity market with a strong bias towards income producing shares.
About the Fund
The Trust invests predominantly in a diversified portfolio of Australian companies which provide a relatively high level of franked income, and have been selected in accordance with a disciplined Australian shares investment process.
The Trust aims to outperform the gross return of the S&P/ASX 100 Total Return Index, including franking credits (before fees, charges and taxes) over periods of at least three to five years. The Trust also targets a gross dividend yield, including franking credits that exceeds the gross dividend yield of the benchmark.
The investment process
Nikko AM believes the combination of an intrinsic value' philosophy and a dedication to objectively based research, whilst incorporating sound risk management, provides a strong basis for good long-term returns. Nikko AM uses an active style based on a strategy of objective, bottom-up stock selection determined by in-depth fundamental company research with a medium-term outlook.
How we invest your money
The Trust invests in a diversified mix of domestic assets. In order to gain exposure to the investment markets, the Trust may invest directly or indirectly via other unlisted trusts.
(Asset: Benchmark / Range)