Russell Global Opportunities Fund

September 2016

We believe now is an opportune time to structure the Russell Global Opportunities Fund (the Fund) with a more diverse set of alpha sources. This enhancement will, we believe, help the Fund achieve its goal of delivering consistent positive performance outcomes

Key changes to the Fund:

  • Enhanced the overall Fund by diversifying the alpha sources.
  • Added specialist exposure to exploit structural changes in the Japan market.
  • Added specialist exposure to exploit stock specific opportunities in the UK.
  • Hired Perkins to provide a differentiated view of value including downside risk considerations.
  • Terminated Harris Associates and Somerset Capital Management

Portfolio Manager, Graeme Allan, talks through the changes in more detail.