OnePath

OnePath OptiMix Allocated Pension OptiMix Balanced NCF

Awards

Winner of SuperRatings Silver 2021 MyChoice Super, SuperRatings Silver 2021 Pension

Past 5-year return
5.44

% p.a

Admin fee

$0

Calc fees on 50k

$1.4k

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension
Past 5-year return
5.44

% p.a

Admin fee

$0

Calc fees on 50k

$1.4k

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension

Quick pension fund review

For OnePath OptiMix Allocated Pension

These are the benefits of this pension fund.

  • Choice of 12 OptiMix Investment funds, 5 diversified and 7 asset specific options.
  • Entry Fee and Nil Entry Fee options with rebates.
  • Switching between investment options does not incur a fee.
  • Member fee only applies to account balances under $10,000.
  • Online account information, statements, annual reports, switch processing via account access.
  • Minimum initial investment $20,000.

OnePath's OptiMix Allocated Pension is a flexible retail retirement account that is designed to pay a regular income for retirees and people transitioning to retirement. The product offers a range of multi-manager funds that are managed by individual investment managers based on their specific expertise. This product is closed to new members. Members are provided access to OptiMix diversified and single sector investment funds, each fund with an investment philosophy ranging from conservative to a strong growth-oriented approach. The OptiMix Balanced (NCF) option underperformed the SuperRatings Index over each time period assessed to 30 June 2020.OptiMix Pension's fees are higher than the industry average across all account balances assessed. However, members with balances over $10K are exempt from the fixed member fee, with further rebates applied on balances exceeding $100K. Unlimited switches between investment options can be made, free of charge. OptiMix Pension offers reasonable flexibility, with members having the ability to receive payments monthly through to annually. Beneficiary options include binding and non-binding nominations, reversionary beneficiaries and a child pension. Members can choose to increase their pension payments each year by a fixed percentage up to a maximum of 9%. Interactive online tools, calculators and factsheets are available through the fund's website.

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Pension fund overview

For OnePath OptiMix Allocated Pension

    Embed

    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    HIGH GROWTH
    CONSERVATIVE BALANCE
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    PROPERTY
    + View additional option performance information