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?

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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Fund Inception Date Performance (p.a.)
As of 31/10/2024
Unit Price
As of 8/11/2024
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception Entry Exit
Multi-asset
Russell Investments Multi-Asset Growth Strategy Fund - Class A 8/10/2014 -0.54% 1.36% 14.21% 3.28% 4.18% 4.69% 1.0690 1.0659
Russell Investments Multi-Asset Growth Strategy Plus Fund - Class A 11/12/2012 -0.46% 1.68% 16.63% 3.80% 4.47% 5.95% 1.1183 1.1148
Russell Investments Multi-Asset Income Strategy Fund - Class A 12/12/2012 -0.76% 0.66% 10.87% 3.37% 3.78% 4.46% 1.0608 1.0584

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

Use the tool below to see which funds are available on which platforms.

Request a meeting

We’d love to discuss how we can partner with you and build value for your business and clients. Simply complete the form below or contact your Regional Manager.