Optimix update - changes to manager exposures

What are the changes and why are they being made?

The Investment Team are dedicated to identifying, blending and monitoring investment managers to provide quality solutions that help your clients to achieve financial wellbeing.

We can now realise the benefits of our business integration for your clients. We have completed a review of the OptiMix strategy and underlying managers and made changes to the manager exposures across Australian shares and Australian and international fixed interest.

 

What will the changes mean for your clients? 

  • Broadly we expect the changes to increase the potential for higher excess returns and stronger risk-adjusted returns and ultimately to meet or exceed our investment objectives.
  • Enhanced manager line ups increase process and style diversification.
  • Continuing focus on ensuring we have high quality managers in the portfolios.

 

When do the changes come into effect and how will clients be notified?

These changes are effective from 11 December 2020. A product update will be posted on the OnePath website and investors will also receive information on the fund manager changes in their end of financial year statements.

 

How can I view the updated manager line ups?

An updated OptiMix adviser and client brochure is now available.
You can also view the updated OptiMix Manager Map


Any questions?

  • If you have any questions or require further information, please:
  • speak with your IOOF Client Solutions Manager (CSM)
  • call Adviser Services on 1800 804 768, weekdays 8.30am to 6.30pm (AEST)
  • email us at adviser@onepath.com.au