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 Factsheet30% Growth
70% Defensive
Characteristics:
- Income focus
- Lower volatility
Minimum timeframe: 3 Yrs
Russell Investments Managed Portfolio – Diversified 50
Fund Factsheet50% Growth
50% Defensive
Characteristics:
- Mix of income and growth focus
- Medium volatility
Minimum timeframe: 4 Yrs
Russell Investments Managed Portfolio – Balanced
Fund Factsheet70% Growth
30% Defensive
Characteristics:
- Predominately growth focus
- Medium volatility
Minimum timeframe: 5 Yrs
Russell Investments Managed Portfolio – Growth
Fund Factsheet90% Growth
10% Defensive
Characteristics:
- Capital growth focus
- Higher volatility
Minimum timeframe: 6 Yrs
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
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Platform availability
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.
Direct ownership
The direct equity component of the portfolios provides transparency and allows investors to tailor their holdings.
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 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.