Managed Accounts
Our managed accounts blend leading managers and investment strategies in a diversified, adaptive and efficient portfolio.
Introducing
Russell Investments Geared 120 Managed Portfolio
Combining the power of gearing with the benefits of a managed portfolio
Learn moreINTRODUCING OUR MANAGED ACCOUNTS
Dynamically managed accounts that can be tailored to individual client needs.
As advisers and business owners, time is highly valuable and often in short supply. Managed accounts (also known as managed portfolios or separately managed accounts), are managed investments constructed by investment managers to help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.
Russell Investments Managed Portfolios have been rated Superior for world class manager research capabilities and robust strategic and dynamic asset allocation based process. 1
WHAT SETS US APART
Why use our managed accounts?
Our managed accounts are backed by an experienced team of over 340+ professionals who continuously search for future outperformers.
Best of breed
We devote significant resources, time and expertise to identifying the most effective investment strategies, the right funds, leading investment managers and the most efficient modes of implementation around the globe.
Global access
Investors gain access to institutional grade asset allocation expertise, and investment managers generally not available to retail investors.
Industry expertise
Providing multi-asset retail solutions to clients for over 35 years, our managed accounts leverage the same capabilities used by some of the world’s most iconic investors including Boeing.
Blended approach
Our managed accounts draw from our complete toolkit of active, factor and passive strategies and aim to deliver dynamically managed portfolios.
Active management
Markets change daily. Our global insights, infrastructure and robust processes allows us to adapt the investment portfolios real-time, to take advantage of market opportunities and manage risks.
Direct ownership
The Australian equity component of our managed accounts incorporates our global factor beliefs, which captures exposures that we expect to provide an excess return premia over a market cycle.
Managed investments available to you
Explore our suite of managed portfolios
Russell Investments Sustainable Managed Portfolios
The sustainable managed portfolios aim to provide investors with capital growth and income over the medium to long term through exposures to predominantly managers and strategies that seek to have positive sustainable outcomes. The sustainable managed portfolios seek to deliver lower carbon emissions and enhanced ESG outcomes compared to the relevant benchmark.2
Russell Investments Multi-Asset Managed Portfolios
These dynamically managed investment portfolios are designed to provide investors with capital growth and income over the medium to long term through exposure to a range of asset classes and investment strategies.
Platform availability
Where can you access our managed portfolios?
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Product materials and insights
For adviser use only, use the insights from these documents to complement your conversations with clients.
Managed Portfolios Q3 update
For Q3, our update focuses on an eventful quarter where many key assets rallied, including both equities and bonds. All eyes were on the US Federal Reserve as they initiated their rate cut cycle following softer inflation data. There's more to unpack with announced Chinese stimulus, increasing odds of a 'soft landing' in the US economy, the US Presidential election cycle, middle east tensions, and a volatile few weeks for the Japanese yen. We also focus on a strong quarter for performance for the managed portfolios as the Australian direct share strategy continued to perform well.
Watch our Director and Head of Multi-Asset for APAC Daniel Choo as he discusses key market themes for the June quarter, performance of the portfolios, and how the portfolios are positioned to navigate the current market environment.
Russell Investments Core Managed Portfolios
(9 min 20 secs)
Russell Investments Sustainable Managed Portfolios
(3 mins 31 secs)
Geared 120 Portfolio
(4 mins 35 secs)
Latest performance, commentary, and holdings for our suite of managed portfolios.
Listen in on this short update from our Portfolio Manager and Investment Strategist as they provide a short update on markets and the portfolios .
Connect with us
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1 The rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. The rating applies to the Russell Investments Managed Portfolio – Conservative, Diversified 50, Balanced and Growth; and Russell Investments Sustainable Managed Portfolio – Balanced and Growth. 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 systems 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.
2 The portfolios have exposure to predominantly managers and strategies that seek to have positive sustainable outcomes compared to the portfolio’s benchmark. Refer to the Product Disclosure Statement (PDS) for more information about the benchmark and ESG considerations for the portfolios. A PDS can be obtained by contacting the relevant platform operator(s).