Russell Investments Sustainable Global Opportunities Complex ETF (ASX: RGOS)
RGOS
A world of active ESG insights in a single ETF.
Investors, big and small, are increasingly looking to invest responsibly. But in a rapidly evolving ESG investment environment, how can you be confident that your investments continue to align with your beliefs?
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RGOS Overview
Why invest in RGOS?
Sustainability at its core.
A core, global equity ETF with a focus on sustainable strategies, net zero targets#, and exclusions of companies which Russell Investments does not consider to be sustainable.*
Active.
Forward looking.
In the fast-evolving environment of ESG, a forward-looking view is embraced to actively adapt strategies and portfolios accordingly.
Russell Investments’ dedicated research team monitor the portfolio and continually assess the suitability of the sustainable offerings.
Multi-strategy.
Capture the active insight of multiple ESG managers all in a single ETF. Each utilises a specialist Sustainable Strategy†, ensuring quality investment ideas are included in your portfolio.^
Transparent.
Benefit from the daily disclosure of assets, allowing you to invest with confidence.
# Russell Investments utilises the Paris-Aligned Investment Initiative’s Net Zero Investment Framework (the “Net Zero Investment Framework”) as its primary target setting framework for measuring net zero alignment. For more information refer to the PDS
*The Fund has processes to exclude companies which have exposure to the following activities above applicable materiality thresholds: controversial weapons; and companies with a significant involvement with oil sands, arctic oil and gas, shale energy, thermal coal, palm oil, gambling, adult entertainment and tobacco; and companies which do not comply with good governance practices by international standards, being the United Nations Global Compact Principles. For detailed information on ESG considerations, including applicable materiality thresholds, refer to the PDS.
† For more information on what constitutes a Sustainable Strategy, refer to the the PDS.
^ Investment managers may change at any time without notice to you. The number of managers included in the fund may change depending on the suitability.
implementing RGOS
How to use RGOS in your portfolio
As a core ESG global equity allocation
RGOS can be considered as part of a core international shares allocation in a balanced portfolio, providing geographical diversification and ESG benefits in one go.
To provide active exposure to ESG
RGOS uses complementary managers to balance factors such as growth, quality, and value to provide less volatile performance patterns, while still pursuing excess returns above RGOS’ global equity benchmark.
RGOS resources
Learn more about RGOS
View fund page
Product disclosure statement
Target market determination
Common questions (and answers)
RGOS provides investors with access to an actively managed portfolio of international shares, with a focus on environmental, social and governance (ESG) related considerations. It includes the strategies of multiple global equities managers who Russell Investments considers have ESG capabilities in global shares, all in a single portfolio.
RGOS provides institutional-grade risk control, active selection and outperformance potential which can be considered as part of a core international shares allocation in a balanced portfolio.
RGOS takes ESG related considerations into account by selecting managers who have been identified by Russell Investments as having a sustainable investment strategy, and by applying exclusionary screens and net zero transition considerations.
RGOS exclusions include:
- companies which have an exposure to the following activities above applicable materiality thresholds: controversial weapons; and companies with a significant involvement with oil sands, arctic oil and gas, shale energy, thermal coal, palm oil, gambling, adult entertainment and tobacco; and
- companies which do not comply with good governance practices by international standards, being the United Nations Global Compact Principles.
For full details of the exclusions applied in RGOS including applicable materiality thresholds, refer to the PDS.
Investing in actively managed ETFs unlocks a range of benefits at a reasonably low cost. These benefits include active portfolio management, superior risk management, and the opportunity to capitalise on emerging market trends, resulting in potential optimised returns for investors.
Multi-strategy ETFs offer investors an efficient way to diversify their portfolios with a single ETF. For instance, the RGOS ETF combines multiple active ESG managers with complementary styles, including growth, quality and value-style ESG managers typically inaccessible to individual investors. This diversification helps manage risk while maintaining potential for outperformance of the benchmark.
An investment within RGOS carries risks associated with financial markets, ESG investments, derivatives, credit, settlement, emerging markets, distributions, liquidity, political and third-party data. For more detail on these risks refer to the PDS