Wholesale Investment Trusts

Wholesale Investment Trusts

Wholesale Investment Trusts offers a choice of unit trusts investing locally and globally across sector and diversified options.

How to apply

  • Speak to your adviser or phone us on 1800 031 810

Overview

Key Features

  • Investment choice. Choose from a number of single and multi-sector options – invested locally and overseas.
  • Nil entry fees. No entry or exit fees are payable. 
  • Switching. Available between all open investment options.
  • Online access. View all your investment details, and switch between investment funds at onepath.com.au.

What investment funds are available?

Choose from single sector and multi-sector funds – including a selection of Multi-manager funds - all designed by OnePath.

Before selecting your investment portfolio, you should consider:

  • the type of returns you are trying to achieve
  • the level of risk you can tolerate in order to achieve those returns, and
  • how long you intend to hold your investment.

With help from your financial adviser, you can select investments that match your investment goals, and are in line with your risk and return profile.

Account Features

Minimum amounts*

Minimum initial investment

$50,000 per investment fund

Minimum additional investment

$10,000 per investment fund

Minimum balance

$20,000 per investment fund

Minimum withdrawal

$10,000 per investment fund

*OnePath reserves the right to vary these minimum amounts

Investment funds

OnePath Investment Management

Choose from a number of investment funds, consisting of single sector funds and multi-sector funds.

Fee options

Entry fees

Nil

Exit fees

Nil

Fund performance

Forms & brochures

This information is subject to change. 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.

OnePath Funds Management Limited ABN 21 003 002 800 AFSL 238342 is the issuer of the OnePath Wholesale Investment Trusts and OptiMix Wholesale Trusts. The information provided in the table above is brief outline of the major features of OnePath Wholesale Investment Trusts and OptiMix Wholesale Trusts. It is intended as a quick and easy reference source for investors. It should not be used as a substitute for reading the appropriate Product Disclosure Statement (PDS).

Before acquiring any product, or deciding whether to continue to hold any product, investors should consider the current PDS which is available here, or by telephoning 1800 031 810.