OA Frontier AP-OnePath Growth Index-NEF
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101322-2023-12-02-02:41.pdf |
FUND MANAGER | OnePath |
ASX Code | |
APIR | MMF1433AU |
ASSET CLASS | EXCHANGE TRADED FUNDS |
INVESTMENT STYLE | The Option targets a 30% allocation to income asset classes and a 70% allocation to growth asset classes. |
INVESTMENT PROFILE | The Option seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 12-04-2010 |
BENCHMARK | Growth Composite Index - Wholesale |
FUND SIZE | Growth Composite Index - Wholesale |
DISTRIBUTION FREQUENCY | N/A |
NO. OF HOLDINGS | |
FEES | 0.30% 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 levelHigh Investor suitabilityThe fund is suitable for investors seeking a balance between income and capital growth through passive exposure to a diversified portfolio of assets and who are prepared to accept some variability of returns. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
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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 holds units in a range of underlying fund's and/or direct assets to achieve the mix of assets shown in the Asset Allocation table below. The portfolio targets a 30% allocation to income asset classes (cash and fixed interest securities) and a 70% allocation to growth asset classes (property securities and shares). Actual allocations are permitted to deviate from the strategic asset allocation benchmarks provided they remain within the ranges in the table below. The strategic asset allocation benchmarks and asset allocation ranges may be varied, and new asset classes may be introduced from time to time. Asset allocation(Asset class: Benchmark / Range)
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