Blending leading managers and strategies in a diversified adaptive and efficient portfolio
INTRODUCING OUR MANAGED ACCOUNTS
Our multi-asset managed accounts help advisers deliver dynamically managed portfolios that can be tailored to individual client needs.
As advisers and business owners, you recognise that time is highly valuable and often in short supply. Managed accounts are an investment option that can help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.
WHAT SETS US APART
Why use Russell Investments managed accounts?
Our portfolios draw from our complete toolkit of active, factor and passive strategies to deliver a dynamic managed portfolio at an attractive price point.
The Australian Equity component of our managed portfolios incorporates our global factor beliefs, which captures exposures we expect to provide an excess return premia over a market cycle.
Equity and fixed income Exchange Traded Funds (ETFs) provide greater ability to respond in real-time to market movements and short term strategic insights.
Access to active management strategies for as little as 63.3bps.*
*Fee is based on the Russell Investments Diversified 50 Managed Portfolio as at September 2021. Fees may vary between platform providers
Best of breed
We take a global, ‘best of breed’ approach to manager research, with researchers strategically placed around the world, searching for future out-performers. We have developed deep insights into how to evaluate and construct investment portfolios.
Dynamic asset allocation
Our unique real return Dynamic Core allows portfolio managers to use active management to adapt the portfolios in real-time, to take advantage of market opportunities and reduce the unnecessary changes at a platform level.
Through our Dynamic Core, retail investors gain access to global, institutional quality investment managers, generally not available in Australia.
Explore our risk-adjusted managed accounts
Blending the world’s leading managers and strategies in a diversified, adaptive and efficient portfolio.
Russell Investments Managed Portfolio – ConservativeFund Factsheet
- Income focus
- Lower volatility
Russell Investments Managed Portfolio – Diversified 50Fund Factsheet
- Mix of income and growth focus
- Medium volatility
Russell Investments Managed Portfolio – BalancedFund Factsheet
- Predominately growth focus
- Medium volatility
The rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Product materials and insights
For adviser use only, use the insights from these documents to complement your conversations with clients.
Latest performance, commentary, and holdings for our suite of managed portfolios.Factsheets and PDSs
Client trade note
Information on recent trade activity on our managed portfolios to share with your clients.
ACCESS OUR PORTFOLIOS
Our managed portfolios are accessible via the following platforms.