Real return funds
Targeting an inflation plus return
with reduced downside risk
OVERVIEW
Provide your client a smoother path to achieving their investment objectives
Why are advisers and investors turning to real return funds?
Why use Russell Investments real
return funds?
Enhanced real-time adaptability
Our portfolio management team continuously assesses portfolio risk and adapts the assets, strategies and managers when necessary, to minimise risks and take advantage of the market opportunities.
Efficient access to global strategies
We devote significant resources, time and expertise to identifying the most effective strategies, the right funds, and the most efficient modes of implementation. In particular, these funds can benefit from unique, non-traditional investment strategies.
Smoother investment journey
We focus on delivering to an investment outcome, along with lower volatility and smaller drawdowns. Our real return funds seek to reducing downside risk through adding diversification and dynamic management.
EXPLORE OUR FUNDS
Explore our dynamic real return series
CPI +2%
Russell Investments Multi-Asset Income Strategy Fund
Provide a return (after fees and costs) of 2% p.a. above inflation over the short to medium term, with volatility target of 1/3 of the S&P/ASX 300 index.
CPI +4%
Russell Investments Multi-Asset Growth Strategy Fund
Provide a return (after fees and costs) of 4.0% p.a. above inflation over the medium to long term, with volatility target of 1/2 of the S&P/ASX 300 index.
CPI +5%
Russell Investments Multi-Asset Growth Strategy Plus Fund
Provide a return (after fees and costs) of 5.0% p.a. above inflation over the long term, with volatility target of 2/3 of the S&P/ASX 300 index.
| Fund | Inception Date | Performance (p.a.) As of 31/3/2024 |
Unit Price As of 16/4/2024 |
||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | Since Inception | Entry | Exit | ||
|
Multi-asset
|
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| Russell Investments Multi-Asset Growth Strategy Fund - Class A | 8/10/2014 | 2.39% | 3.57% | 7.33% | 3.48% | 4.16% | 4.55% | 1.0027 | 0.9983 |
| Russell Investments Multi-Asset Growth Strategy Plus Fund - Class A | 11/12/2012 | 2.57% | 4.64% | 9.49% | 3.73% | 4.34% | 5.86% | 1.0688 | 1.0643 |
| Russell Investments Multi-Asset Income Strategy Fund - Class A | 12/12/2012 | 1.44% | 2.70% | 7.71% | 3.65% | 4.09% | 4.47% | 1.0321 | 1.0287 |
Past performance is not a reliable indicator of future performance. Performance has been calculated after allowing for tax and investment management expenses. Administration fees are not included in the calculation. Performance for periods longer than 1 year are annualised. The inception date reflects the day the fund was constituted. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.
ACCESS OUR FUNDS
Platform availability
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