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.
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.
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:
Adviser support tools