OneAnswer Investment Porfolio

OneAnswer Investment Portfolio

OneAnswer Investment Portfolio is an investment solution designed to support you in maximising and protecting your wealth. It offers a comprehensive range of funds and the flexibility to tailor the ideal investment solution for you at every life stage.

How to apply

  • Speak to your adviser or phone us on 133 665

Overview

Key Features

  • Extensive investment options - access to over 80 managed funds from leading investment managers.
  • Access to OptiMix - a selection of 12 multi-manager investment funds.
  • Choice of OnePath Multi-manager funds - that blend active and passive management.
  • Online access - track and manage your account online through My OnePath.
  • Regular investment plan - watch your balance grow by investing regularly and conveniently via direct debit.
  • Dollar Cost Averaging plan - manage and spread the risk of investing by establishing a plan to regularly switch into your selected investment funds over time. 
  • Regular draw-down plan - elect to receive a regular income stream from your investments (monthly or quarterly).
  • Switching - tailor your investments by conveniently switching between investment funds as your financial objectives change.
  • Margin lending - access to the ANZ Investment Lending Service.
  • InvestorBenefits - 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

Forms & Brochures

Updates

Product update Date

  OneAnswer BlackRock Asset Allocation Alpha Fund - termination date extended (47kB PDF)

April 2013

  OnePath Mortgages Fund – Important information on underlying investments (41kB PDF)

April 2013

  OnePath Mortgage and Income Plus Funds - Additional Information (45.1kB PDF)

March 2013

  Update – OneAnswer BlackRock Asset Allocation Alpha Fund (41kB PDF)

March 2013

  OneAnswer AXA Australian Property Fund - return of balance  (41.1kB PDF)

February 2013

  Change of distribution frequency for some investment funds (56kB PDF)

January 2013

  OnePath Mortgages Fund – Important information on underlying investments (41.1kB PDF)

January 2013

  Mortgage and Income Plus Funds - Additional Information (229kB PDF)

December 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (131kB PDF)

November 2012

  AXA funds to adopt AMP branding (44kB PDF)

November 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (130kB PDF)

August 2012

  Product Disclosure Statements – legislation changes 2012 (42kB PDF)

July 2012

  OnePath Active Growth and OnePath Conservative funds – Strategic Asset Allocation changes (49kB PDF)

June 2012

  Update on Challenger – introducing Fidante Partners (43kB PDF)

June 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (80kB PDF)

May 2012

  Strategic asset allocation changes to BlackRock Scientific Diversified Growth fund (30kB PDF)

April 2012

  Change of distribution frequency for some investment funds (21kB PDF)

February 2012

  OneAnswer product update February 2012 (64kB PDF)

February 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (81kB PDF)

February 2012

  OnePath Significant Event Notice 27 Feb 2012 (68kB PDF)

February 2012

  OnePath Significant Event Notice 17 Feb 2012 (68kB PDF)

February 2012

  OnePath Expense Recovery Notice (68kB PDF)

February 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (155kB PDF)

November 2011

  OnePath Mortgage and Income Plus Funds – Additional Information (85kB PDF)

August 2011

  2011 Annual Statements - additional explanatory notes (64kB PDF)

July 2011

  OnePath Mortgage and Income Plus Funds – Additional Information (381kB PDF)

May 2011

Fund performance

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The information provided in this table is a brief outline of the major features of OneAnswer 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 appropriate Product Disclosure Statement (PDS) prior to you making any decision to invest through OneAnswer Investment Portfolio.

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) (690kb) and Investment Funds Guide (PDS Part Two) (1,018kb) and should be read in conjunction with the Additional Information Guide. You should read the PDS available here and consider whether this product is right for you. The information provided is of a general nature and does not take into account your personal needs and financial circumstances. You should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs.