Australia’s leading independent provider of Responsible Entity, Trustee, Corporate Trust, Custody, Fund Administration and Registry Services

One Investment Group is an independent funds management business providing professional fiduciary and administration services to investment managers. We operate multiple licensed entities to act as responsible entity and trustee for registered and unregistered managed investment schemes and are currently responsible for in excess of 350 funds and more than $60 billion across a wide range of underlying asset classes.

One Investment Group’s subsidiaries are uniquely positioned to provide investment managers with a complete outsourcing solution or alternatively provide a single service in a personalised and cost-effective manner. Whether you are a boutique fund manager or an established global player, our team has the practical expertise to provide a service that supports your strategic objectives.

Our clients include Australian and global listed companies, sovereign wealth funds, banks, insurance companies, pension funds, private equity firms and boutique managers. One Investment Group is not a fund manager and we are committed to working alongside and growing, not competing, with our clients.

Instilling confidence in investors and delivering a competitive advantage to fund managers

One Investment Group is a trusted independent provider of fiduciary and administration services to over 300 leading investment managers.

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Responsible Entity Services

One of Australia's leading providers of Responsible Entity Services, we operate a number of responsible entities, each holding an Australian Financial Services Licence. If you require a Responsible Entity for a new registered management investment scheme, or a replacement for an existing fund, we have the experience and capability to assist.

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Trustee Services

Members of One Investment Group act as Trustee for in excess of 300 unregistered managed investment schemes (MIS), and is responsible for in excess of $35 billion of assets in registered and unregistered trusts. If you require a trustee for a wholesale MIS, One Investment Group is the smart and experienced choice.

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Corporate Trust Services

One Investment Group 's Corporate Trust business is considered one of Australia's leading providers of corporate trust services to the financial services industry. We provide custody, security trustee, note trustee, trustee for staff share plans and escrow services to many of Australia's leading and global banks, funds, private equity funds, insurance companies and corporates.

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Responsible Entity Services

One Investment Group operates numerous Responsible Entities. Each of these companies holds an Australian Financial Services Licence and is licensed, pursuant to the Corporations Act, to act as a Responsible Entity for registered managed investment schemes. One Investment Group is one of Australia’s leading providers of Responsible Entity services.

Trustee Services

One Investment Group’s subsidiaries are authorised by our Australian Financial Services Licences to act as Trustee to unregistered managed investment schemes. One Investment Group comprises an experienced team providing trustee services to a range of clients. Our team has a deep understanding of trust administration across a variety of trust structures and trust assets developed over more than 20 years.

Corporate Governance Services

One Investment Group provides a wide range of corporate governance services for entities who require internal corporate compliance management. We are here to help you maintain compliance without the additional cost of permanent compliance staff or the stress of diverting key management resources to compliance tasks.

Custody Services

We offer a wide range of services to assist in the management and safeguarding of asset portfolios that can be tailored to your needs. Our reputation is built on our specialists within our business and our dedicated client relationship model. As a custodian, we hold legal title to scheme assets, ensuring they are properly segregated from the assets of other trusts.

Managed Investment Trusts

One Investment Group’s subsidiaries are considered the leading providers of trustee and investment management services to Managed Investment Trusts (“MITs”) in Australia. One Investment Group provides trustee and investment management services to some of the world’s largest banks, pension funds, private equity firms and insurance companies. Assets within these MITs include real estate, infrastructure and financial assets.

Significant Investor Visa Funds

The Australian Federal Government’s Significant Investor Visa (“SIV”) program allows high net worth individuals to apply for permanent residency in Australia by investing into a complying investment. One Investment Group is the largest provider of trustee, custody, administration and registry services to SIV compliant funds in Australia. We assist a wide range of fund managers operate SIV compliant funds including both local and offshore managers.

Fund Administration

Through its affiliate, Unity Fund Services, One Investment Group provides independent fund accounting, administration and tax services to a diverse range of clients, from start ups to established industry heavyweights. Unity Fund Services have a dedicated and qualified team who use the best available technology and systems to deliver accurate and timely information to investment managers.

Registry Services

One Registry Services is a trusted provider of registry services for financial market participants in Australia. As a registrar, One Registry Services offers a comprehensive range of reliable, prompt and cost effective registry solutions to unlisted companies and trusts. Ancillary services include registry management, dividend and distribution payments, AGM services, investor reporting, enquiry management and corporate actions.

About One Investment Group

Established in 2009, One Investment Group is a leading independent Australian funds management business specialising in responsible entity, trustee, corporate trustee, custodian services and fund administration services.

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Managed Funds

Cash/Credit Funds

A cash fund is a managed investment scheme that aims to provide competitive returns investing in low-risk, high liquidity cash or cash equivalents such as short-term government bonds or bank bills. The underlying component of a credit fund is that the fund is taking a view on exposure to certain counterparties’ credit. Schemes can be registered or unregistered.

Equity Funds

Invest primarily in equities or companies which can be listed or unlisted. Equity funds can have a focus on sector, geography or market capitalisation or can be diversified. Managed funds, also known as unit trusts, allow investors to pool their money with others, thus enabling them to invest in assets and markets that may be difficult to access individually.

Funds of Funds

A fund of funds, also referred to as a multi-manager investment, deploys capital across a portfolio of underlying funds rather than investing directly into assets such as equities, bonds, infrastructure or real estate. More simply, a fund of funds is any fund that pools capital and utilises the expertise of two or more sub managers to invest that capital.

Property Funds

A managed fund that invests in real estate assets that may otherwise be too expensive for investors to invest in directly. The investment strategy is typically yield, capital growth, development or a combination of these. Investments can be made in a single property or a portfolio of properties and can be commercial, retail industrial or residential real estate.

Income Funds

An income fund is a managed investment scheme that seeks to generate an income stream by investing into assets that pay dividends or make interest payments, rather than generate capital appreciation. The funds can be invested into a broad range of investments including bonds, equities, hybrids, cash or even real estate investment Trusts (REITs).

Infrastructure Funds

An infrastructure fund is an investment scheme that invests primarily in facilities and utilities that provide essential services to communities. These characteristics generally result in less volatile earnings. Assets include airports, toll roads, seaports, railways, hospitals, education facilities, water supply, gas and electricity & telecommunications facilities.

Private Equity Funds

Private equity funds are managed investment schemes that normally invest in private, non-publicly traded companies and businesses. Typically, the fund will be structured as a unit trust or limited partnership that raises capital from institutional and sophisticated investors and sometimes retail investors, which is used to buy equity interests in companies.

Social Impact Funds

Managed investment schemes that make investments that create positive and measurable social or environmental change alongside appropriate financial returns. Investments can be made into companies, organisations or funds, whether they be not-for-profit or for-profit. Investments in this space can include property, infrastructure, corporations or private equity.