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OnePath Alternatives Growth Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101360-2023-12-13-02:52.pdf
FUND MANAGER OnePath Funds Management
ASX Code
APIR MMF1471AU
ASSET CLASS ALTERNATIVES
INVESTMENT STYLE The Fund is a multi-manager solution that seeks to provide returns with low correlation to equity markets by investing in a portfolio of alternative investment strategies.
INVESTMENT PROFILE The Fund aims to produce a portfolio that seeks to outperform the Benchmark.
CURRENCY MANAGEMENT Active management
INCEPTION DATE 01-09-2010
BENCHMARK Bloomberg AusBond Bank Bill Index
FUND SIZE Bloomberg AusBond Bank Bill Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 1.30% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the OnePath Alternatives Growth Fund

The Fund offers you a range of benefits and features including:

  • Potential for capital growth and income to help you meet your investment needs;
  • Exposure to non-traditional sources of return;
  • Access to proven fund manager skill and expertise; and
  • Lower volatility of returns with potentially less downside risk than traditional equities.

Information about your investment in the Fund will be provided by your Service Operator. We will also provide reports on the Fund to your Service Operator who may use these reports to provide you with their own regular reporting. Your Service Operator should be your first point of reference for any investor queries.
RISK LEVEL High
INVESTOR SUITABILITY

The Fund is suitable for investors seeking high total returns over a medium to long term period and who are prepared to accept higher variability of returns.

Risks

Title
Detail

Key Features

About the Fund

The Fund is a multi-manager solution that seeks to provide returns with low correlation to equity markets by investing in a portfolio of alternative investment strategies. The multi-manager portfolio is designed to deliver more consistent, and diversified sources of returns than would be achieved if investing with a single manager.

Investment process

OnePath adopts an active approach in the selection of the Underlying Funds on the basis of in-depth analysis and research. The OnePath investment team consists of experienced investment personnel who are responsible for undertaking comprehensive ongoing research to assess the quality of the Underlying Funds selected for investment by the Fund. The team is responsible for assessing whether each manager is able to meet the particular requirement set for the Fund. In forming this view, the team relies on input from various sources, including the Fund's external consultant(s).

Mandate

How we invest your money

The Fund is a multi-manager solution that seeks to provide returns with low correlation to equity markets by investing in a portfolio of alternative investment strategies.

Asset allocation

(Asset: Benchmark / Range)

  • Alternative assets: 100% / 80-100%
  • Cash: 0% / 0-20%