OneAnswer Frontier Investment Portfolio

OneAnswer Frontier is a comprehensive fee for service advice solution for your clients’ superannuation, retirement and investment planning needs. It offers outstanding value to clients while delivering greater simplicity and efficiency to your business.

Overview

Key Features

Comprehensive investment choice - provide your clients access to over 80 investment funds from over 25 managers.
Access to OptiMix - a selection of 12 multi-manager investment funds.
Choice of OnePath Multi-manager funds – that blend active and passive management.
Flexible remuneration options – Flexible One-off, Ongoing and Deferred Adviser Service Fee options.
Powerful online services - OneAnswer provides you access to powerful online services including online application and maintenance transaction forms, integration with Xplan financial planning software and detailed performance reports.
Regular investment plan - provide your clients access to invest regularly and conveniently via direct debit.
Dollar Cost Averaging plan - manage and spread of your clients’ risk of investing by establishing a plan to regularly switch into your selected investment funds over time.
Regular draw-down plan - create a regular payment plan for your clients' by simply nominating the investment fund(s) the amount is to be deducted from and the bank account to receive the payment.
Switching - tailor you clients' investments by conveniently switching between funds as their financial objectives change over time.
Margin lending - access to the ANZ Investment Lending Service.
InvestorBenefits – provide your clients access to a range of discounts and special offers through OnePath's exclusive InvestorBenefits.

What investment funds are available?

OptiMix Manage the Managers (MTM) funds
OnePath Multi-manager funds
A range of single manager funds managed by a selection of leading fund managers

Account Features

Minimum amounts
Minimum initial investment	$5,000 ($1,000 for accounts with a Regular Investment Plan)
Minimum additional investment	$0
Minimum regular investment	$0
Minimum switch	$0
Minimum balance	$250 per investment fund
Minimum withdrawal	$0
Adviser Service Fee Options
One-Off	% or $ as agreed with client
Ongoing (p.a.) (Deducted monthly)	% or $ as agreed with client
Deferred	1 year term - 0.75% 2 year term - 1.50% 3 year term - 2.25% 4 year term - 3.00% (1% p.a. is charged to clients - deducted quarterly).

Forms & brochures

Advisers, to order printed copies or view adviser-only material, including OneAnswer //Select products, please ensure you are logged in to Adviser Advantage

Updates

Fund performance

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The information provided in this table is a brief outline of the major features of OneAnswer Frontier Investment Portfolio. It is intended as a quick and easy reference source for investors. The table should not be used as a substitute for reading the Product Disclosure Statement (PDS) prior to making any decision to invest. This information is subject to change. This information must not be reproduced without the issuer’s prior written permission.

Potential investors should read the PDS and consider whether this product is right for them. The PDS is issued by OnePath Funds Management Limited ABN 21 003 002 800 AFSL 238342 and can be located under the following links: Product Disclosure Statement (Part One) and Investment Funds Guide (PDS Part Two) and should be read in conjunction with the Additional Information Guide.

The information provided is of a general nature and does not take into account an investors personal needs and financial circumstances. A potential investor should consider the appropriateness of the advice, having regard to their objectives, financial situation and needs. The issuer does not promise any rate of return, or that there will be no capital loss or taxation consequences for investment.