OneAnswer Frontier Investment Portfolio, OneAnswer Investment Portfolio, OptiMix Trusts & ANZ Master Trusts – fund terminations

Following a recent review, and after considering the best interests of investors, we have decided to terminate some investment funds available through: 

  • OneAnswer Frontier Investment Portfolio,
  • OneAnswer Investment Portfolio (including //Select),
  • OptiMix Trusts,
  • ANZ OneAnswer Investment Portfolio (including //Select) and
  • ANZ Master Trusts.

The investment funds will be terminated on or around 20 May 2024. 
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:

  • speak with your Insignia Financial Business Development Manager
  • call Adviser Services on 1800 804 768, weekdays between 8.30am and 6.30pm (AEST/AEDT)
  • email us at adviser@onepathsuperinvest.com.au

This information has been prepared by OnePath Funds Management Limited (ABN 21 003 002 800, AFSL 238342) (OPFM) as issuer of the investment products referred here (‘the Issuer’). 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 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 for distribution to retail clients. Retail clients should obtain a Product Disclosure Statement (PDS) relating to the financial products mentioned 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 www.onepathsuperinvest.com.au or www.anz.com.au