What is PortfolioOne?

PortfolioOne is a full service wrap account providing a diverse and comprehensive range of investment options. With the help of your financial adviser, PortfolioOne enables you to develop the best investment strategies for your particular investment goals.

PortfolioOne can meet all of your investment needs

PortfolioOne is designed to provide a complete investment and administration solution for the more active investor. You can manage, review and value your portfolio on a regular basis. PortfolioOne gives you and your financial adviser access to over 200 different managed funds and approved Australian Stock Exchange (ASX) listed securities from one convenient access point.

With PortfolioOne you and your adviser can:

• Receive regular consolidated reports tailored for your personal circumstances in addition to the mandatory reporting requirements
• Trade ASX listed CHESS eligible securities and switch between managed investments with no switching fee (investment manager buy/sell differentials may apply for the underlying wholesale managed funds)
• Consolidate your funds
• Make regular contributions
• Receive one taxation statement for all your investments.

Taking control of your financial future

PortfolioOne is available for the investment of both superannuation and retirement monies and ordinary money.

Speak to your financial adviser to find out more about PortfolioOne.

This is general advice only and does not take into account your individual objectives, financial situation or needs (your personal circumstances). Before using this advice to decide whether to purchase a financial product you should consider how appropriate it is in regard to your personal circumstances.

ING Funds Management Limited ABN 21 003 002 800 AFSL 238342 is the issuer of PortfolioOne Investment Service. ING Custodians Pty Limited ABN 12 008 508 496 RSE L0000673 AFSL 238346 is the issuer of the PortfolioOne Superannuation and Pension Service. You can obtain a copy of the Product Disclosure Statement (PDS) or Financial Services Guide (which incorporates the Investment Guide) by contacting your financial adviser.