OptiMix Wholesale Australian Share Trust - Class A Units
About this Fund
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Trust invests predominantly in a diversified portfolio of Australian shares.|
|INVESTMENT PROFILE||The Trust aims to achieve returns (before fees, charges and taxes) that exceed the Benchmark, over periods of five years or more.|
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS|
Benefits of investing in OptiMix Wholesale Trusts
The Trust, which is part of the OptiMix 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.
The Trust is suitable for investors seeking a broad exposure to the Australian equity market and who are prepared to accept higher variability of returns.
About OptiMix Wholesale Multi-manager Trusts
The Trust is an OptiMix multi-manager trust that adopts an active investment approach, constructing portfolios on the basis of in-depth analysis and research conducted by the OptiMix investment team on capital markets and external managers.
The Trust investments
The OptiMix investment team and the specialist managers may invest in a range of Australian shares and cash.
In order to gain exposure to the investment markets, the Trust may invest directly or indirectly via other unlisted trusts. The Trust will not incur additional management, entry or exit fees for this type of investing. In addition, the Trust's investment manager(s) may undertake forms of gearing by employing long/short strategies.
How we invest your money
The Trust invests predominantly in a diversified portfolio of Australian shares through a mix of managers. The Trust is actively managed in accordance with the OptiMix multi-manager investment process.
(Asset: Benchmark / Range)