Investment, Insurance, Superannuation
We’re committed to helping secure the financial wellbeing of every Australian and are investing in and making decisions on our platforms and products for the future.
As part of this we are simplifying our product range to reduce complexity for our clients so we can better help them achieve their investment goals. This review has resulted in us terminating some investment funds available through OneAnswer Investment Portfolio and OptiMix Trusts. The OnePath Wholesale Property Securities Trust will also be terminating.
For full details of the fund terminations and to view a sample client letter click here.
Any questions?
If you have any questions or would like further information, please:
The information in this document has been prepared by OnePath Funds Management Limited (ABN 21 003 002 800, AFSL 238342) (OPFM) as issuer of investment products (‘the Issuer’). This information is current as at April 2023 and may be subject to change.
The Issuer is a member of the Insignia Financial group of companies, comprising Insignia Financial Ltd (ABN 49 100 103 722) and its related bodies corporate (‘Insignia Financial Group’).
The information provided in this document is for Advisers only, is of a general nature and does not take into account the objectives, financial situation or needs of any person. It is not intended for distribution to retail clients. Retail clients should obtain a Product Disclosure Statement (PDS) relating to the financial products mentioned in this communication and consider it before making any decision about whether to acquire or continue to hold those products. Target Market Determinations (TMDs) where required for relevant products have to be available for consideration by distributors/clients. A copy of the PDS and TMD (where relevant) are available upon request by phoning 133 665 or by searching for the applicable product at onepathsuperinvest.com.au