Russell Investments
Sustainable Managed Portfolios
Dynamically managed portfolios seeking lower carbon emissions and enhanced ESG outcomes compared to the relevant benchmark.
investment objective
The Russell Investments Sustainable Managed Portfolios aim to provide investors exposure to predominantly investment managers and strategies that seek to have positive sustainable outcomes.
SUSTAINABLE MANAGED PORTFOLIO OPTIONS
Due to a reporting error, the managed portfolios performance figures provided in the July and August 2023 monthly factsheets were incorrect. The September factsheets are now available and reflect accurate performance data for July and August. We apologise for any inconvenience caused.
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Diversified 50 |
Balanced | Growth | High Growth |
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| Exposure to Growth Assets | 30% | 50% | 70% | 90% | 100% |
| Focus | Income, sustainability1 |
Mix of income and growth, sustainability1 |
Predominantly growth, sustainability1 |
Capital growth, sustainability1 | Capital growth, sustainability1 |
| Volatility | Lower | Medium | Medium | Higher | Higher |
| Minimum timeframe | 3 years | 4 years | 5 years | 6 years | 7 years |
| Inception date | 21/08/2023 | 28/04/2023 | 28/02/2022 |
28/02/2022 | 01/08/2023 |
1The 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).
Platform availability
Where can you access our Sustainable Managed Portfolios?
| Conservative | Diversified 50 |
Balanced | Growth | High Growth |
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✓ | ✓ | ✓ | ✓ | |
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✓ | ✓ | ✓ | ✓ | ✓ |
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✓ | ✓ |
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WHAT SETS US APART
Investor benefits of the Sustainable Managed Portfolios
Global insights
Investors benefit from our ongoing global research on existing and emerging sustainable strategies. As sustainable investing evolves, so will the portfolios.
Direct ownership
The direct equity component of the sustainable managed portfolios provides transparency and allows investors to tailor their holdings.
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.2
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.
Institutional grade asset allocation expertise
Access to the world's leading managers and strategies
Robust processes to adapt responsibly to changing markets
responsibility AT RUSSELL INVESTMENTS
Investing and leading responsibility
We believe responsible investing and performance can be complementary. Our responsible investing approach aims to capture the right exposure without jeopardising return.
We are committed to exceptional standards of corporate responsibility. We believe everything we do must benefit our stakeholders: from clients, employees and shareholders to the environment and our wider communities.
The annual survey has evolved over the years, enabling deeper insights into trends and into how attitudes toward responsible investing have changed since it launched in 2015.
Our responsible investing practices
Read how we integrate environmental, social and governance (ESG) considerations into our practices at Russell Investments.
Connect with us
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2 The superior rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. The rating applies to the 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.