Investment, Insurance, Superannuation
OptiMix is OnePath’s Manage the Manager process which combines a number of carefully selected investment managers in one investment portfolio and thus provides a convenient way to diversify across investment managers.
As your key business partner, OnePath understands that selecting the right investment managers at the right time can be a complex and time consuming process. With OptiMix now part of the OnePath family, you can feel confident in trusting this experienced and robustly managed team that is now part of ANZ. Manager selection, asset allocation and implementation processes are more efficient and closely aligned delivering investors a better outcomes. When you invest your clients with OptiMix, there’s also no need to develop a new Statement of Advice when underlying investment managers are changed, making your business more efficient.
There is no home brand bias when investment managers are selected and reviewed as all investment managers are selected on merit.
All investment managers appointed by OptiMix must satisfy strict selection criteria and continue to meet those criteria.
OptiMix makes life easier and takes pre-eminent actions well before a manager:
Instead of buying and selling assets, investment managers may transfer assets between themselves, thereby potentially minimising the transaction costs associated with buying and selling assets such as brokerage and stamp duty. OptiMix efficiently transitions from one manager to another, minimising CGT for clients.
The OptiMix process has delivered consistent long term returns with lower volatility, than similar investment options.
OptiMix provides advisers with the comfort of knowing that the OptiMix investment funds are backed by a proven process and are constantly monitored by a team of highly skilled and experienced investment professionals.
The core team of investment professionals has 63 combined years of OptiMix experience and 140 years of industry experience.
OptiMix is well rated by independent researchers. Chant West has awarded OptiMix their highest rating of 5 Apples.
OptiMix provides comprehensive support to advisers, including:
You can access OptiMix through a range of expertly constructed portfolios. OptiMix offers two groups of portfolios for you to choose from, according to your particular objectives, time frame and risk profile.
Each multi-sector fund invests in a diversified portfolio of Australian and international assets through a mix of managers in accordance with the OptiMix Multi-manager investment process.
Each sector fund invests in a single asset class with diversified investment managers.
Whether you want to build your super, provide an income stream in your retirement, or increase your wealth over the long term the OptiMix suite of funds has an all in one solution for you.
OptiMix is currently available on the following OnePath platforms:
Contact you financial adviser to discuss the most suitable investment option for your needs. Alternatively call Customer Services on 133 667 weekdays from 8.30am to 6.00pm (Sydney time). Our Customer Services Representatives can send you a Product Disclosure Statement and point you in the right direction.
Here you will be able to find the latest monthly performance summaries for the full range of OptiMix multi-sector and single sector investment funds.
This site contains general advice only and does not take into account your individual objectives, financial situation or needs. Before deciding whether to purchase, dispose of or hold a financial product you should consider whether the information on this site is appropriate to your personal circumstances. You must also read the relevant Product Disclosure Statements (PDS) and seek the advice of a financial adviser before making any investment decision.