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OnePath

PortfolioOne Allocated Pension Service

OptiMix Wholesale Balanced Trust Class B Units

Awards

Winner of SuperRatings Other 2021 Pension

Past 5-year return
7.87

% p.a

Admin fee

$660

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Other 2021 Pension
Past 5-year return
7.87

% p.a

Admin fee

$660

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Other 2021 Pension

Quick pension fund review

For PortfolioOne Allocated Pension Service

These are the benefits of this pension fund.

  • For further information refer to the fund's PDS.

The PortfolioOne Allocated Pension Service was established in 1997 and is part of the Wrap service operated through OnePath's superannuation division. It allows members to convert their retirement savings into a flexible income stream in a tax-effective environment when they retire. This product is closed to new members. Members are offered a comprehensive investment menu of over 200 managed investments across a range of asset classes, as well as access to listed securities and term deposits. The OptiMix Wholesale Balanced Trust Class B option underperformed the SuperRatings Index over each time period assessed to 30 June 2020.Fees are higher than the industry average across all account balances assessed, however, both account size discounts and discounts through linking family accounts are available. Members are able to switch investment options at no cost, although, a buy-sell spread may apply.Members are able to choose from 4 pension payment frequencies, as well as beneficiary options of non-lapsing binding nominations or reversionary death benefit payments. The pension amount can be set to automatically increase by CPI or a fixed percentage annually. Extensive reporting features that benefit members with complex investment portfolios are offered through the fund's secure website. Online account access through ClientView allows members to view investment, transaction and account details.

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Pension fund overview

For PortfolioOne Allocated Pension Service

    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
    DIVERSIFIED FIXED INTEREST
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    + View additional option performance information