Our Financial Planning Approach |
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Optimal Choice FundsOptimal Choice Funds
The Optimal Choice Sector Funds are a range of five sector specific managed investment funds designed to offer clients access to professionally managed investments. They each separately invest in five major assets classes:
- Australian equities;
- International Equities;
- Property;
- Coupon Securities; and
- Cash.
The Optimal Choice Sector Funds are an ideal platform to implement your investment plan in collaboration with your Advisor. They provide you and your Advisor the flexibility to develop your own blend of asset sectors within your own tailored portfolio of multi-sectors to achieve your desired objectives.
The Optimal Choice Sector Funds are managed using our ‘best of breed’ philosophy. Based on extensive internal research, we believe that no single investment manager can be the best performer in all asset classes.
We regularly monitor the performance of investment mangers, including in comparison to benchmark indices and the performance of the wide range of other managers. If we conclude that changing the mix of investment managers will provide a more appropriate outcome in terms of diversification and performance, we will do so.
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