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Single manager

Overview

OnePath offers a selection of specialist managers across single asset classes including Australian shares, international shares, emerging markets, fixed interest, property securities, global property securities and fixed interest.

By partnering with leading investment managers from around the globe, OnePath provides greater choice and diversification for all investors. We believe this approach delivers the following benefits:

  • greater access to a suite of highly rated specialist managers with proven track records
  • flexibility to select and/or change strategic partners if they are underperforming without the need to impact investors’ documentation
  • greater value for investors.

Here are the strategic investment partners that have been appointed to implement the investment management process for each of the OnePath investment funds:

About Vontobel

Established in 1984, Vontobel Asset Management Inc., US (VAMUS) is a wholly owned subsidiary of Vontobel Holding AG and a sister company of Bank Vontobel AG, one of Switzerland’s foremost private banks for over eighty years.

VAMUS manages approximately $44 billion (as at 31 December 2013) for both institutional and intermediary clients, including some of the world’s leading corporations, and public and private pension funds.

VAMUS is dedicated exclusively to managing long-only global equity portfolios, adhering to a ‘growth at a reasonable price’ investment philosophy, believing that consistent earnings growth drives consistent returns and leads to outperformance over the long term.

Fund:

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About MFS

MFS has conducted hands-on research of securities throughout its 89-year history and is one of the world’s largest active asset managers. With a uniquely collaborative approach to long-term investing they analyse opportunities across emerging market geographies, across fundamental and quantitative disciplines and across an organization’s entire capital structure to develop a fuller perspective on selected securities. The MFS strategy is to rely on their proprietary, fundamental research to identify companies that meet their 5 key investment criteria. This long-term focus approach allows MFS to try and take advantage of dislocations in the marketplace and invest in companies with:

  • Visible normalised free cash flow
  • Return on invested capital that is higher than cost of capital
  • Solid corporate governance
  • Low leverage
  • Attractive valuation

Fund:

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About UBS

UBS Global Asset Management, a business division of UBS AG, is a large-scale asset manager with businesses well-diversified across regions, capabilities and distribution channels. It has invested assets of some $732 billion and is located in 24 countries at 31 December 2013. UBS Global Asset Management offers investment capabilities and styles across all major traditional and alternative asset classes to private clients, financial intermediaries and institutional investors around the globe. These include equities, fixed income, currency, hedge funds, real estate and
infrastructure; which can be combined into multi-asset strategies. In Australia, the firm was established in 1985 and has invested assets of $37.1 billion at 31 December 2013. UBS Global Asset Management offers a range of domestic equities, fixed income and multi-asset capabilities while accessing international traditional and alternative solutions.

Funds:

About Karara Capital

Karara Capital is a specialist investment manager focusing on the active management of funds investing in Australian equities.

Established in 2007 by its three executive Directors, who between them have built a successful record of managing Australian equities spanning 25 years. Supporting them is a team of experienced investment professionals.

Karara brings together like minded investors within an aligned, performance focused environment. As an independent, wholly staff owned company Karara is free to invest in a purely objective fashion. Its belief is that a small, self determining team is best positioned to build a strong and durable investment culture.

Fund:

About PIMCO

PIMCO is one of the largest global investment solutions providers in the world, with more than AU$2 trillion in assets under management and more than 2,500 employees in offices around
the world. In Australia, PIMCO manages over AU$31 billion for a wide range of clients including superannuation funds, insurance companies, corporations, dealer groups and family offices.

PIMCO also provide investment solutions and advisory services to financial planners, advisers and private banks where their strategies appear on numerous model portfolios, investment wrap vehicles and approved product lists across Australia.

Funds:

About CBRE Clarion

CBRE Clarion is an industry leading investment advisory firm specialising in real asset securities. CBRE Clarion's research team located worldwide work closely with a global network of direct property research professionals to form a proprietary view of local market fundamentals. CBRE Clarion's integrated approach, disciplined investment process and rigorous risk management are designed to address the challenges of investing in the dynamic and evolving global investment universe of listed property securities.

CBRE Clarion Securities is part of CBRE Group, Inc. and is the listed equity management arm of the firm's global real estate investment management division, CBRE Global Investors.

Fund:

About SG Hiscock & Company

SG Hiscock & Company (SGH) is a boutique investment manager, established in August 2001. The highly experienced principals were formerly employed at National Asset Management (NAM), a $17 billion subsidiary of National Australia Bank. The team has worked together since 1995 and use their trademarked investment style (ValueActiveTM). SGH has a broad range of funds and a mix of  some of the largest wholesale clients in Australia as well as a large number of high net worth and retail clients who predominantly invest through financial planners and platforms.

Fund:

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