Russell Investments
Multi-Asset Managed Portfolios

Dynamically managed portfolios at an attractive price point.

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4 out of 5 star rating by independent research house SQM Research

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Introducing

Russell Investments Geared 120 Managed Portfolio

Combining the power of gearing with the benefits of a managed portfolio

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investment objective

The Russell Investments Multi-Asset Managed 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.

MULTI-ASSET MANAGED PORTFOLIO OPTIONS

   Conservative
 Diversified 50   Balanced
 Growth  High
Growth		 Geared 120

           
Factsheets
 		           
Client trade note          
Exposure to Growth Assets  30%  50% 70%   90% 100%   120%
Focus  Income Mix of income
and growth		 Predominantly
growth 		  Capital growth  Capital growth  Capital growth
Volatility  Lower  Medium Medium   Higher  Higher  Higher
Minimum timeframe  3 years  4 years 5 years   6 years 7 years  8 years 
Since inception date 17/06/2019  17/06/2019    17/06/2019  17/06/2019   31/07/2022 30/06/2022  

Platform availability

Where can you access our Multi-Asset Managed Portfolios?

  Conservative
  Diversified 50 Balanced   Growth High Growth  Geared 120
 North  ✓   ✓   ✓   ✓   ✓  ✓
 BT  ✓   ✓   ✓   ✓    
 CFS  ✓   ✓   ✓   ✓  ✓  ✓
 Hub24  ✓   ✓  ✓    ✓    
 MAC  ✓   ✓  ✓    ✓    
 Netwealth  ✓   ✓   ✓  ✓   ✓  ✓ 
 Praemium  ✓   ✓  ✓    ✓    

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Managed Portfolio material
Client trade note

WHAT SETS US APART

Investor benefits of the Multi-Asset Managed Portfolios

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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 multi-asset managed portfolios provides transparency and allows investors to tailor their holdings.

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Independent ‘Superior’ rating

The portfolios have been rated 4 out of 5 stars for world class manager research capabilities and robust strategic asset allocation based process by independent research house SQM Research.1

Why use Russell Investments managed portfolios?

Our managed portfolios draw from our complete toolkit of active, factor and passive strategies to deliver a dynamically managed portfolio at an attractive price point.

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Institutional grade asset allocation expertise

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Access to the world's leading managers and strategies

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Robust processes to adapt responsibly to changing markets

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1 The superior 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. 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.