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Optimal Choice Managed Fund

The Optimal Choice Sector Funds are a range of five sector specific managedinvestment funds (the “Funds”) designed to offer clients access to professionally managed investments. The Funds are an ideal platform to implement your investment plan in collaboration with your Financial Adviser.

Sector specific funds provide you and your financial adviser with the flexibility to develop your own blend of asset sectors within your own tailored portfolio to achieve your desired objectives. The Optimal Choice Sector Funds are managed using our “best of breed philosophy”. Based on extensive research, we believe that no single investment manager can be the best performer in all asset classes. Our investment approach seeks appropriate investment management companies based on our comprehensive research process developed by our investment team. Where appropriate, SCM will utilise a number of investment managers to manage a single fund, thereby decreasing investment risk. We regularly monitor the performance of investment managers, including in comparison to benchmark indices and the performance of a 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.

Optimal Choice Prospectus

Optimal Choice
A Suite of Sector Specific Funds
Product Disclosure Statement