Russell Investments Multi-Asset Managed Portfolios

Dynamically managed portfolios at an attractive price point.

The portfolios aim to provide investors with capital growth and income through exposure to a range of asset classes and investment styles. The risk-adjusted portfolios draw from our complete toolkit of active, factor and passive strategies and aim to deliver dynamically managed portfolios at an attractive price point.

Russell Investments Managed Portfolio – Conservative

Fund Factsheet

30% Growth
70% Defensive

Characteristics:

  • Income focus
  • Lower volatility

Minimum timeframe: 3 Yrs

Russell Investments Managed Portfolio – Diversified 50

Fund Factsheet

50% Growth
50% Defensive

Characteristics:

  • Mix of income and growth focus
  • Medium volatility

Minimum timeframe: 4 Yrs

Russell Investments Managed Portfolio – Balanced

Fund Factsheet

70% Growth
30% Defensive

Characteristics:

  • Predominately growth focus
  • Medium volatility

Minimum timeframe: 5 Yrs

Russell Investments Managed Portfolio – Growth

Fund Factsheet 

90% Growth
10% Defensive

Characteristics:

  • Capital growth focus
  • Higher volatility

Minimum timeframe: 6 Yrs

Russell Investments Managed Portfolio – High Growth*

100% Growth
 

Characteristics:

  • Capital growth focus
  • Higher volatility

Minimum timeframe: 7 Yrs

Russell Investments Managed Portfolio – Geared 120*

120% Growth
 

Characteristics:

  • Capital growth focus
  • Higher volatility

Minimum timeframe: 8 Yrs

* Available on AMP North only

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.1

Superior SQM Award

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Platform availability

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WHAT SETS US APART

Investor benefits

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.

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Direct ownership

The direct equity component of the portfolios provides transparency and allows investors to tailor their holdings.

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Compelling price

Access to active management strategies for as little as 63bps*.

* Fee is based on the Russell Investments Diversified 50 Managed Portfolio as at September 2021. Fees may vary between platform providers.

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1 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 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.