Skandia Master Trust

Skandia One Investment Solutions
Key Features summary
This summary provides an overview of the key features of Skandia One Investment Solutions. Please refer to the current Skandia One Investment Solutions Product Disclosure Statement (PDS) for more details about the key features described below. We recommend you read the entire PDS and any supplementary documents before making an investment decision.
For a list of defined terms, refer to the inside front cover of Part 1 of the PDS.
  Minimum Amount
Initial investment¹ $3,000
Additional investments $1,000
Ongoing account balance $3,000
Regular investment plan $100 per payment ($3,000 minimum initial investment)
Switch All or part (up to 90%) of your investment from one option to another
Withdrawal² $1,000
Regular withdrawal plan² $1,200 p.a.
Dollar cost averaging $250 per Option per month
Auto rebalancing You can have your investments automatically realigned to your chosen investment strategy on a half-yearly or annual basis.
Skandia Service Online Online access to information about your investment.
Your investment choices For more details refer to Part 2 of the PDS
Ready-made portfolios Skandia Global Access Portfolios are diversified across the major asset classes, investment fund managers and local, regional and global markets. Skandia Blended Sector Portfolios invest in a single asset class and diversify across investment fund managers and local, regional or global markets.
A wide choice of Options from an extensive range of fund managers are available for investors to choose from.
Fees and costs For more details refer to Part 1 of the PDS
Contribution fee 4%, reduced to nil for WF investors Skandia offers a range of Options with competitive management costs.
Withdrawal fee Nil, however a buy/sell spread may apply.

1. Skandia reserves the right to reduce the minimum initial investment amount, from time to time, at its discretion.

2. The ongoing minimum account balance of $3,000 must be maintained. Your withdrawal amount may be up to the value of 90% of any Option or the full balance of an Option.