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Overview

At OnePath, we've moved to a model which sees us partner with a handpicked team of investment management experts. In addition, we have brought the OptiMix Manage the Manager (MTM) capability in-house.

 

Our investment offer now encompasses:

1. Single Manager funds managed by highly regarded fund managers UBS, PIMCO, Karara, SG Hiscock and CBRE Clarion

OnePath offers a selection of specialist managers who are experts in their particular asset classes. These OnePath branded funds are managed on behalf of OnePath by highly regarded investment managers who are subject to regular and rigorous reviews by our investment team.

 

2. OptiMix Manage the Manager (MTM) funds

OnePath’s proven OptiMix MTM investment process combines a number of professionally selected investment managers in one investment portfolio, providing a convenient and effective way to diversify across investment managers and asset classes.

 

3. OnePath Diversified Multi-Manager funds

We have evolved our Diversified funds and now invest your clients’ money in a mix of OptiMix and index-based investments. This approach recognises that greater diversification is obtained when investments are spread across managers and asset classes with an element of index funds for greater consistency.

What's changed

OnePath is committed to making the transition to our new investment offer as seamless as possible. Here is a summary of key changes you may need to be aware of.

 

Operational

  • New PDSs (short form regime)
  • New website content and marketing collateral
  • New fund names (replacing ING with OnePath)
  • Fund terminations (inactive funds)
  • Transaction costs associated with the transition such as brokerage and stamp duty will be charged to the fund
  • The asset transition is expected to take 2-3 weeks

 

Strategic

  • Enhanced investment menu with the introduction of highly regarded specialist investment managers as managers of underlying investment funds
  • Legacy ING single manager diversified funds moved to multi-manager strategy
  • Opportunity to improve client conversations
  • The new, specialist, underlying managers can also be accessed through the (newly named) OnePath single manager investment funds
  • No change to investment objectives for all OnePath funds (some changes to investment style)
  • Change to SAA for all OptiMix Diversified funds and (newly named) OnePath Balanced, Managed Growth and High Growth Diversified funds

 

Support tools

Adviser support

OnePath is committed to supporting you grow your business by providing the right tools and support so you can focus on what you do best – helping your clients reach their financial goals.


Client support tools

Tools to support your clients conversations:

  • Talking points to help you communicate the offer to clients
  • Letter for client mail outs
  • Newsletter article to include in your publications
  • Brochure to support you explain the investment story to clients

Adviser support tools