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Single manager

OnePath offers a selection of specialist managers across single asset classes including Australian shares, international shares, emerging markets, fixed interest, property securities, global property securities and fixed interest.

By partnering with leading investment managers from around the globe, OnePath provides greater choice and diversification for all investors. We believe this approach delivers the following benefits:

  • greater access to a suite of highly rated specialist managers with proven track records
  • flexibility to select and/or change strategic partners if they are underperforming without the need to impact investors’ documentation
  • greater value for investors.

Here are the strategic investment partners that have been appointed to implement the investment management process for each of the OnePath investment funds:

About Renaissance Property Securities Pty Ltd

Renaissance is a privately owned boutique Australian investment manager which specialises in the management of portfolios of properties securities listed on the Australian Stock Exchange.

Renaissance is 100% owned by AREIT directors, Carlos Cocaro and Damien Barrack, who founded the firm in 2003.

Renaissance is an active, intrinsic value style AREIT manager. The Renaissance investment philosophy is that each security has an underlying or intrinsic value and that securities become mispriced relative to this value and they seek to exploit such market inefficiencies.

Through dedicated in-depth research and disciplined investing, Renaissance seeks to profit over time via incremental trading in securities that have become mispriced relative to their underlying value.

Funds:

  • OnePath Tax Effective Income (in relation to property securities)
Renaissance logo

About Alphinity Investment Management Pty Limited

Alphinity Investment Management Pty Limited (Alphinity) is a boutique, active equity manager with dedicated teams managing Australian equity and Global equity strategies.

Alphinity aims to deliver consistent outperformance for its clients by investing in quality, undervalued companies with underestimated forward earnings expectations. Companies are identified through a unique partnership between detailed analyst driven fundamental research and specific targeted quantitative inputs. Alphinity maintains a consistent and disciplined process which is implemented across all its investment strategies.

Alphinity was founded in 2010 by Johan Carlberg, Andrew Martin, Bruce Smith and Stephane Andre who are still Portfolio Managers on the Australian equity strategies. The boutique structure of Alphinity creates a powerful alignment between fund managers and the objectives of their investors. Alphinity partners with Fidante Partners which allows the investment professionals to focus on investing while Fidante provides widespread support.

Funds:

  • OnePath Australian Shares
  • OnePath Select Leaders
  • OnePath Sustainable Investments – Australian Shares
Alphinity logo

About Nikko AM Limited

Part of the Nikko Asset Management Group, Nikko AM Limited offers investors the benefits of extensive global resources combined with the local expertise and long-standing experience of their Sydney based investment teams, with a history dating back to 1989. Today the company manages approximately $8.9 billion in assets (as at 31 December 2017) for retail and institutional clients across Australia.

Nikko Asset Management Group is one of Asia’s largest asset managers.

Funds:

  • OnePath Blue Chip Imputation
  • OnePath Tax Effective Income (in relation to Australian shares)
Nikko logo

About Vontobel

Established in 1984, Vontobel Asset Management Inc., US (VAMUS) is a wholly owned subsidiary of Vontobel Holding AG and a sister company of Bank Vontobel AG, one of Switzerland’s foremost private banks for over eighty years.

VAMUS manages approximately $44 billion (as at 31 December 2013) for both institutional and intermediary clients, including some of the world’s leading corporations, and public and private pension funds.

VAMUS is dedicated exclusively to managing long-only global equity portfolios, adhering to a ‘growth at a reasonable price’ investment philosophy, believing that consistent earnings growth drives consistent returns and leads to outperformance over the long term.

Fund:

vontobel logo

About MFS

MFS has conducted hands-on research of securities throughout its 89-year history and is one of the world’s largest active asset managers. With a uniquely collaborative approach to long-term investing they analyse opportunities across emerging market geographies, across fundamental and quantitative disciplines and across an organization’s entire capital structure to develop a fuller perspective on selected securities. The MFS strategy is to rely on their proprietary, fundamental research to identify companies that meet their 5 key investment criteria. This long-term focus approach allows MFS to try and take advantage of dislocations in the marketplace and invest in companies with:

  • Visible normalised free cash flow
  • Return on invested capital that is higher than cost of capital
  • Solid corporate governance
  • Low leverage
  • Attractive valuation
vontobel logo

About UBS

UBS Asset Management (Australia) Ltd, a business division of UBS AG, is a large-scale asset manager with businesses well-diversified across regions, capabilities and distribution channels. It has invested assets of some $910 billion and is located in 22 countries at 31 March 2017. UBS Asset Management (Australia) Ltd offers investment capabilities and styles across all major traditional and alternative asset classes to private clients, financial intermediaries and institutional investors around the globe. These include equities, fixed income, currency, hedge funds, real estate and infrastructure; which can be combined into multi-asset strategies.

In Australia, the firm was established in 1985 and has invested assets of $47.60 billion at 31 March 2017. UBS Asset Management (Australia) Ltd offers a range of domestic equities, fixed income and multi-asset capabilities while accessing international traditional and alternative solutions.

Funds:

  • OnePath Tax Effective Income (in relation to fixed interest and cash)
  • OnePath Cash

About Karara Capital

Karara Capital is a specialist investment manager focusing on the active management of funds investing in Australian equities.

Established in 2007 by its three executive Directors, who between them have built a successful record of managing Australian equities spanning 25 years. Supporting them is a team of experienced investment professionals.

Karara brings together like minded investors within an aligned, performance focused environment. As an independent, wholly staff owned company Karara is free to invest in a purely objective fashion. Its belief is that a small, self determining team is best positioned to build a strong and durable investment culture.

Fund:

About PIMCO

PIMCO is one of the largest global investment solutions providers in the world, with more than AU$2 trillion in assets under management and more than 2,500 employees in offices around
the world. In Australia, PIMCO manages over AU$31 billion for a wide range of clients including superannuation funds, insurance companies, corporations, dealer groups and family offices.

PIMCO also provide investment solutions and advisory services to financial planners, advisers and private banks where their strategies appear on numerous model portfolios, investment wrap vehicles and approved product lists across Australia.

Funds:

About SG Hiscock & Company

SG Hiscock & Company (SGH) is a boutique investment manager, established in August 2001. The highly experienced principals were formerly employed at National Asset Management (NAM), a $17 billion subsidiary of National Australia Bank. The team has worked together since 1995 and use their trademarked investment style (ValueActiveTM). SGH has a broad range of funds and a mix of  some of the largest wholesale clients in Australia as well as a large number of high net worth and retail clients who predominantly invest through financial planners and platforms.

Fund:

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