Russell Investments Growth Fund - Class A
The Russell Growth Fund typically invests in a diversified portfolio mix with exposure to growth investments around 90% and defensive investments around 10%. The Fund may be suited to an investor with a medium to high risk tolerance and an investment timeframe of at least 6 years.
| Manager | Allocation (%) |
|---|---|
| As at 28/01/2023 |
| Asset Class | Allocation (%) |
|---|---|
| As at 28/01/2023 |
| Fund | Allocation (%) |
|---|---|
| As at 28/01/2023 |
| Inception Date | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|---|
| 31/10/2000 | -3.78% | 5.61% | -10.05% | 2.61% | 4.28% | 5.61% |
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Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund. |
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Fund detail
| Assets under management | $511,135,200(As at 24/01/2023) |
|---|---|
| Fund inception | 31st October 2000 |
| Minimum Investment timeframe | 6 years |
| Investment return objective | To provide capital growth over the long term consistent with a portfolio focusing on growth assets, while accepting fluctuations in capital values in the short term. |
| Investment strategy | The Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 90% and defensive investments of around 10%. Derivatives may be used to implement investment strategies. |