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| FIND AN ADVISER | INVESTMENT | INSURANCE | SUPERANNUATION |
| | Home | Investment | Retail Investment | Generations Investment Portfolio | |
Generations Investment Portfolio
Overview |
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 |
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.
- 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.
- 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.
- 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.
- Access to insurance for death and total and permanent disablement.
Important update
As at 15 January 2007 the management cost for the Perpetual Industrial Equity portfolio increased from 1.95% to 2.02%. This increase is due to Perpetual increasing their management costs.
Fund | Old management cost % pa | New management cost % pa |
Perpetual’s Industrial Equity Fund | 1.95 | 2.02 |
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
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