Managed accounts

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.

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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.

Direct ownership

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.

Passive ETFs

Equity and fixed income Exchange Traded Funds (ETFs) provide greater ability to respond in real-time to market movements and short term strategic insights.

Compelling price

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.

Global access

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 – Conservative

Fund Factsheet

30% growth

Characteristics:

  • Income focus
  • Lower volatility

Cost: 0.65%

Russell Investments Managed Portfolio – Diversified 50

Fund Factsheet

50% growth

Characteristics:

  • Mix of income and growth focus
  • Medium volatility

Cost: 0.63%

Russell Investments Managed Portfolio – Balanced

Fund Factsheet

70% growth

Characteristics:

  • Predominately growth focus
  • Medium volatility

Cost: 0.65%

Russell Investments Managed Portfolio – Growth

Fund Factsheet 

90% growth

Characteristics:

  • Capital growth focus
  • Higher volatility

Cost: 0.64%

Superior rating

Russell Investments Managed Portfolios have been rated Superior for world class manager research capabilities and robust strategic and dynamic asset allocation based process by independent research firm SQM Research.

Superior SQM Award

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.

RESOURCES

Product materials and insights

For adviser use only, use the insights from these documents to complement your conversations with clients.

Factsheets

Latest performance, commentary, and holdings for our suite of managed portfolios.

Factsheets and PDSs

Quarterly fund overview

Detailed information on market themes and our managed portfolios for the previous quarter.

Watch now Q3 Report

Client trade note

Information on recent trade activity on our managed portfolios to share with your clients.

Client trade note

ACCESS OUR PORTFOLIOS

Platform availability

Our managed portfolios are accessible via the following 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.