Russell Investments
Sustainable Managed Portfolios

Dynamically managed portfolios seeking lower carbon emissions and enhanced ESG outcomes compared to the relevant benchmark.

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

IMAP - 2022 Finalist for IMAP’s ESG managed account award

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.


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.

  Conservative   Diversified

Balanced Growth  High
Fact sheets 
 pdf locked  pdf locked   pdf locked
Client trade note  pdf locked pdf locked  pdf locked pdf locked pdf locked 
Exposure to Growth Assets 30%  50% 70% 90% 100%
Focus Income,
Mix of income
and growth,
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
 Balanced Growth High
 North    ✓  ✓  ✓  ✓
   ✓  ✓  ✓
 Hub24      ✓  ✓ 

Use these resources to complement your conversation with clients


Investor benefits of the Sustainable Managed Portfolios

Binoculars icon with an eye on the left lens and globe on the right lens

Global insights

Investors benefit from our ongoing global research on existing and emerging sustainable strategies. As sustainable investing evolves, so will the portfolios.

Hand and buttons icon

Direct ownership

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

Clipboard icon

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.

Person in front of pie chart icon

Institutional grade asset allocation expertise

Funnel icon

Access to the world's leading managers and strategies

Screen with performance arrows and alert warning

Robust processes to adapt responsibly to changing markets


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.

responsible investing practice

Our responsible investing practices

Read how we integrate environmental, social and governance (ESG) considerations into our practices at Russell Investments.


Connect with us

Request a call back

Let us know what you’d like to discuss, and we’ll be happy to connect with you. Simply complete the form below or contact your Regional Manager.

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.