Optimix

OptiMix

Overview

What is OptiMix?

When you invest with OnePath, you can be confindent you're accessing world leading investments, handpicked by experts.

Our investment offer gives our customers access to a range of actively managed, expertly diversified investment portfolio options focused on delivering strong, consistent returns in all market conditions.

Our three offers are:

  • Single manager funds managed by seven highly regarded asset managers
  • OptiMix, our multi-manager process
  • OnePath diversified multi-manager funds

Need more information?

For further information on OptiMix please click here for the introduction to OptiMix brochure.

The OptiMix advantage

Proven expertise and consistent returns
The OptiMix research and investment solution has been in existence for 20 years. The strength of the OptiMix process is reflected by the OptiMix investment team which consists of highly qualified and experienced investment professionals who are well regarded in the industry. The OptiMix solution aims to deliver consistent yet competitive returns by combining managers with different investment approaches across a range of asset classes, where weights between asset classes and managers are constantly evaluated and adjusted.

Peace of mind
With OptiMix you can be assured that your investments are being managed by a team of experienced investment professionals purely focused on ensuring your investment portfolio is positioned for strong, consistent, long-term investment returns.

Effective diversification
Diversification is a key feature of the OptiMix multi-manager process. Diversification means that to reduce risk and protect your portfolio against market volatility, you don’t put all your ‘eggs into one basket’ but spread your money across different investment managers and asset classes in a dynamic way to provide more consistent returns. The OptiMix investment team rigorously monitors economic conditions, financial markets and investment managers to ensure the portfolios are sufficiently robust to withstand market fluctuations.

The Multi-manager map shows the current line up of investment managers selected for each asset class.

Access the world’s leading specialist investment managers
To produce superior investment outcomes, the OptiMix investment team chooses managers who are not only highly regarded but have a proven track record in managing investment portfolios in their area of expertise. Some of the managers are not normally available to retail investors in Australia, which means by choosing OptiMix you can gain access to some of the most talented and successful investment managers the global funds management industry has to offer.

Choice of investment funds
As investors have different investment objectives, risk preferences and time frames, OptiMix provides a comprehensive range of diversified and single sector portfolio options. Your financial adviser will be able to assist you by assessing your individual needs and financial risk profile.

Highly rated

The OptiMix suite of funds is rated:

  • 4 apples by Chant West
  • “Investment Grade” by Lonsec.

For further information on OptiMix please click here for the introduction to OptiMix brochure.

Fund range & Access

OptiMix Fund Range

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.

Multi-sector funds

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.

OptiMix Multi Sector
 

Single-sector funds

Each sector fund invests in a single asset class with diversified investment managers.

OptiMix Single Sec
 

Access

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:

To find out more

Contact you financial adviser to discuss the most suitable investment option for your needs. Alternatively call Customer Services on 133 665 weekdays from 8.30am to 6.30pm (Sydney time). Our Customer Services Representatives can send you a Product Disclosure Statement and point you in the right direction.

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.