Russell Investments Managed portfolio
Geared 120
Combines the power of gearing with the benefits of a managed portfolio
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What is it?
An actively managed geared Managed Portfolio without the complexities. With borrowing done inside the portfolio, there are no loan agreements, and no margin calls for your clients.
Benefits
Strong performance
26.2% return over one year, and 21.54% p.a. return over the 2 years to 30 September 2024.*
Hassle free gearing
Available inside or outside super, no complex loan agreements or margin calls.
Easy to access
Available on CFS Edge, Netwealth, AMP North, Hub24 and Praemium.
About the portfolio
The portfolio aims to provide capital growth over the long term, consistent with a portfolio focusing solely on growth assets, while accepting fluctuations in capital values in the medium term. The portfolio typically has exposure to growth investments of around 120% as the allocation to geared investment strategies will generally be 20% of the portfolio.
Download factsheetQ3 Update
Who is it for?
Accumulators
- Time frames: 30+ years until retirement
- Objective: Build substantial superannuation to fund an ideal retirement lifestyle
- Strategy: High growth investments within superannuation
- Solution: A geared managed account designed to boost growth potential with a mix of assets and leverage.
Retirees
- Time frames: 20+ years in retirement
- Objective: Fund an ideal lifestyle in retirement
- Strategy: Bucket 1 for immediate needs, Bucket 2 for steady income, and Bucket 3 for long-term growth
- Solution: Bucket 3 for long-term growth, utilising a geared product to grow investments over the long term to replenish the other buckets.
Featured Blog
Gearing 101: Borrowing to increase exposure, and amplify returns
Gearing involves borrowing to increase your investment exposure in order to amplify potential returns. Used over the long term, it can be a great strategy to generate more capital gains and income for clients. Read more
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.
*Inception date 30/06/2022 and this performance is net of management fees for both the Managed Portfolio and the underlying managers' fees and costs. Past performance is not a reliable indicator of future performance.
Issued by Russell Investment Management Ltd ABN 53 068 338 974, AFSL 247185 (RIM).
This webpage contains factual information only and is not intended to imply any recommendation or opinion about a financial product. RIM is not providing financial product advice in this webpage. It has not been prepared having regard to any investor’s objectives, financial situation or needs. Before making an investment decision, an investor must obtain advice from a financial adviser and consider whether that advice is appropriate to their objectives, financial situation or needs.
This information has been compiled from sources RIM considers to be reliable but accuracy is not guaranteed. Any potential investor should also consider the latest financial product disclosure statement in respect of the Managed Portfolio (‘‘Disclosure Document’’) in deciding whether to make, or continue to hold, an investment in the Managed Portfolio.
The Disclosure Document can be obtained by contacting a financial adviser or the relevant platform operator(s) offering the Managed Portfolio.
This performance is net of management fees for both the Managed Portfolio and the underlying managers' fees and costs. It does not take into account any third party platform fees charged to individual investors or transaction costs (including buy/sell spreads and brokerage fees). It assumes income is reinvested without any tax deduction. It is for RIML’s preferred model portfolio of holdings. A holding in the preferred model portfolio may be restricted or replaced with another similar asset in the Managed Portfolio on different platforms if the preferred holding is not available. Different platforms may also charge different management fees for the Managed Portfolio. This can result in variances in performance of the Managed Portfolio between platforms. An individual investor’s performance will differ, according to the investor’s actual exposures to Managed Portfolio holdings and other factors (including transaction timing, transaction costs, actual underlying manager fees and costs and whether income is paid in cash). Platforms will have their own methodology for calculating performance, at both a platform level and an individual investor level. Past performance is not a reliable indicator of future performance.