OnePath Diversified Credit Trust - Wholesale Units
About this Fund
|FUND MANAGER||Janus Henderson Australia|
|ASSET CLASS||FIXED INTEREST|
|INVESTMENT STYLE||The Trust invests in a diversified mix of income producing assets.|
|INVESTMENT PROFILE||The Trust aims to provide income and achieve returns (before fees, charges and taxes) that exceed the Benchmark by at least 2.0% p.a., over periods of three years or more.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Bloomberg AusBond Bank Bill Index + 2%|
|FUND SIZE||Bloomberg AusBond Bank Bill Index + 2%|
|NO. OF HOLDINGS|
Benefits of investing in the OnePath Diversified Credit Trust - Wholesale Units
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:
|RISK LEVEL||Medium to High|
The Trust is suitable for investors seeking medium-term returns through investing in a diversified mix of income producing asset classes with a bias towards defensive assets.
About the Fund
The Trust invests in a diversified mix of income producing assets. In order to gain exposure to the investment markets, the Trust may invest directly or indirectly via other unlisted trusts.
The investment process
Designed to leverage the considerable expertise of the Manager and gives them the flexibility to actively allocate the Trust’s assets geographically and across the credit ratings spectrum.
The Fund Managers investment strategy emphasises active decision making with a long-term focus, constructing and maintain a well-diversified portfolio that aims to offer the best risk adjusted returns within the Fund’s framework. The Trust concentrates on two sources of return when assessing potential investments:
To the extent that the Trust holds fixed interest rate securities, the Manager will use interest rate derivatives to hedge the Trust’s interest rate risk to a modified duration range of 0 to 3 years.
The Trust may invest in derivatives, including futures, options, warrants and swaps to gain exposure to investment markets and to manage risks associated with market price, interest rate and currency fluctuations. Derivatives may also be used to hedge currency exposure associated with international investments.
Labour standards and environmental, social and ethical (ESG) considerations
We undertake a formal assessment of each underlying investment manager’s approach to the integration of ESG matters when assessing, selecting and monitoring investment manager(s) and actively encourage these manager(s) to employ and enhance,
How we invest your money
The Trust invests predominantly in a diversified mix of Australian and international credit. The Trust is actively managed using disciplined investment processes.
(Asset: Benchmark / Range)