Real return funds

Targeting an inflation plus return with reduced downside risk

Overview Explore our funds Access our funds Contact us

OVERVIEW

Provide your client a smoother path to achieving their investment objectives

Why are advisers and investors turning to real return funds?

1

To increase growth potential, without increasing volatility.

2

To help reduce draw-down risk in volatile markets. and provide a smoother investment journey.

3

Seeks to achieve these objectives with broader portfolio discretion, increased access to unique investment strategies and greater real-time portfolio adaptability.

Why use Russell Investments real return funds?

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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.

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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.

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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.

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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.

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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.

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ACCESS OUR FUNDS

Platform availability

Which funds are available on each platform?

  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments Global Opportunities Fund - Class A
  • Russell Investments Emerging Markets Fund - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments International Property Securities Fund - $A Hedged - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments Portfolio Series - Conservative
  • Russell Investments Portfolio Series - Balanced
  • Russell Investments Portfolio Series - Growth
  • Russell Investments Multi Asset Growth Strategy Fund (MAGS)
  • Russell Investments Multi Asset Growth Strategy Plus Fund (MAGS+)
  • Russell Investments Multi Asset Income Strategy Fund (MAIS)
  • Russell Investments Australian Opportunities Fund - Class A
  • Russell Investments Global Opportunities Fund - Class A
  • Russell Investments Global Listed Infrastructure Fund - $A Hedged
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments International Property Securities Fund - $A Hedged - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments Australian Cash Fund - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments Multi Asset Growth Strategy Fund (MAGS)
  • Russell Investments Australian Opportunities Fund - Class A
  • Russell Investments Global Opportunities Fund - Class A
  • Russell Investments Emerging Markets Fund - Class A
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments International Property Securities Fund - $A Hedged - Class A
  • Russell Investments Australian Bond Income Fund - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class C
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments Multi Asset Growth Strategy Fund (MAGS)
  • Russell Investments Multi Asset Growth Strategy Plus Fund (MAGS+)
  • Russell Investments Multi Asset Income Strategy Fund (MAIS)
  • Russell Investments Australian Shares Fund - Class A
  • Russell Investments Australian Opportunities Fund - Class A
  • Russell Investments Global Opportunities Fund - $A Hedged - Class A
  • Russell Investments Global Opportunities Fund - Class A
  • Russell Investments Emerging Markets Fund - Class A
  • Russell Investments Global Listed Infrastructure Fund - $A Hedged
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments International Property Securities Fund - $A Hedged - Class A
  • Russell Investments Australian Cash Enhanced - Class A
  • Russell After-Tax Australian Shares Fund
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments Portfolio Series - Conservative
  • Russell Investments Portfolio Series - Balanced
  • Russell Investments Portfolio Series - Growth
  • Russell Investments Multi Asset Growth Strategy Fund (MAGS)
  • Russell Investments Multi Asset Growth Strategy Plus Fund (MAGS+)
  • Russell Investments Multi Asset Income Strategy Fund (MAIS)
  • Russell Investments Australian Shares Fund - Class A
  • Russell Investments Australian Opportunities Fund - Class A
  • Russell Investments Global Opportunities Fund - $A Hedged - Class A
  • Russell Investments Global Listed Infrastructure Fund - $A Hedged
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments International Property Securities Fund - $A Hedged - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Growth Fund - Class A
  • Russell Investments High Growth Fund - Class A
  • Russell Investments Multi Asset Growth Strategy Fund (MAGS)
  • Russell Investments Multi Asset Growth Strategy Plus Fund (MAGS+)
  • Russell Investments Multi Asset Income Strategy Fund (MAIS)
  • Russell Investments Australian Opportunities Fund - Class A
  • Russell Investments Global Opportunities Fund - $A Hedged - Class A
  • Russell Investments Global Opportunities Fund - Class A
  • Russell Investments Emerging Markets Fund - Class A
  • Russell Investments Global Listed Infrastructure Fund - $A Hedged
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments International Property Securities Fund - $A Hedged - Class A
  • Russell Investments Australian Cash Enhanced - Class A
  • Russell Investments Australian Bond - Class A
  • Russell Investments International Bond Fund - Class A
  • Russell Investments Balanced Fund - Class A
  • Russell Investments Conservative Fund - Class A
  • Russell Investments Diversified 50 Fund - Class A
  • Russell Investments Portfolio Series - Conservative
  • Russell Investments Portfolio Series - Growth
  • Russell Investments Australian Opportunities Fund - Class A
  • Russell Investments Global Opportunities Fund - Class A
  • Russell Investments Global Listed Infrastructure Fund - $A Hedged
  • Russell Investments International Shares Fund - $A Hedged - Class A
  • Russell Investments International Shares Fund - Class A
  • Russell Investments International Property Securities Fund - $A Hedged - Class A
  • Russell Investments Portfolio Series - Conservative
  • Russell Investments Portfolio Series - Balanced
  • Russell Investments Portfolio Series - Growth
  • Russell Investments Multi Asset Growth Strategy Fund (MAGS)
  • Russell Investments Multi Asset Growth Strategy Plus Fund (MAGS+)
  • Russell Investments Multi Asset Income Strategy Fund (MAIS)
  • Russell Investments Global Listed Infrastructure Fund - $A Hedged

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Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

© Russell Investments Group, LLC. 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

© Russell Investments Group, LLC. 1995-2025. All rights reserved.