Generations Investment Portfolio
Overview
Generations Investment Portfolio provides you with a single access point to a wide range of investment options that allow you to diversify your investments while we take care of all the administration for you.
Generations Investment Portfolio is administered by Summit - an award winning portfolio administration service operated by AXA Australia since 1992. If you are an investor in Generations Investment Portfolio you can access your portfolio information at www.summitservice.com.au.
Key benefits
Making the most of your investments
Generations Investment Portfolio is an Investor Directed Portfolio Service (IDPS) through which you can acquire, hold and dispose of investments, which you may not otherwise access directly for personal investments.
Leading investment managers
- Access to some of the world's leading investment managers.
- Choose from a select range of specialist investment managers or access our range of multi-manager options.
Value for money
- By leveraging the size and strength of the Global AXA Group, Generations Investment Portfolio aims to reduce the costs of investing.
- Generations Investment Portfolio fees are designed to be simple, fair and competitive ensuring more of your money is working for you.
Convenience and control
- Access to a range of quality investment options from the major asset classes with the simplicity and convenience of consolidated reporting and online access.
- The investment information to complete your tax return is provided for you in a simple and concise tax report.
Saving you time
- Our website provides you with information such as your current balance, portfolio valuations, asset allocations and recent transaction history.
- A regular savings plan to help you build your wealth.
- An auto-rebalancing feature to help you manage your investment strategy.
Optional insurance to protect you and your family
- Access to insurance for death and total and permanent disablement.
Generate more
Generations Personal Super offers you a long-term savings vehicle to help you save for your retirement in a tax effective superannuation fund. The funds that you save during your working years can be easily transferred to Generations Personal Pension when you retire.Generations Personal Pension is designed to provide you with an income in retirement in a simple and easy to understand package. You can even maintain the same investment options you selected with Generations Personal Super.
If you have any questions in relation to any of the above please contact us on 1800 622 772
Product information
This product summary is only provided for information purposes. It does not contain investment recommendation nor provides investment advice. Professional investment advice can help you determine your tolerance to risk as well as your need to attain a particular return on your investment. We strongly encourage you to obtain detailed professional advice and to read the relevant offer document in full before making an investment decision. Units in the fund will only be issued upon receipt of an application form accompanying a current disclosure document. The information is provided for persons in Australia only and is not provided for the use of any person who is in any other country.
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As at 30th March 2011, AXA Asia Pacific Holdings Limited and all of its Australian and New Zealand subsidiaries ceased to be members of the Global AXA Group and became members of the AMP Group.
