Blending leading managers and strategies in a diversified adaptive and efficient portfolio
Cornerstone Managed Portfolios
available on AMP North
Multi-Asset Managed Portfolios (funds only)
These dynamically managed portfolios aim to provide investors with capital growth and income through exposure to a range of asset classes and investment styles. These portfolios include managed funds only.
Conservative | Balanced Growth | Growth | High Growth | |
Fact sheets (Available for portfolios with > 12 months performance. View historical fact sheets.) |
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Client trade note | ||||
Exposure to Growth Assets | 30% | 70% | 90% | 100% |
Focus | Income | Predominantly growth | Capital growth | Capital growth |
Volatility | Lower | Medium | Higher | Higher |
Launch date | 07/09/2020 | 07/09/2020 | 07/09/2020 | 09/07/2020 |
Series 2 Managed Portfolios (funds & direct shares)
These dynamically managed portfolios aim to provide investors with capital growth and income through exposure to a range of asset classes and investment styles. These portfolios include managed funds and direct shares.
Conservative |
Balanced | Balanced Growth |
Growth | High Growth |
High Growth Plus | |
Fact sheets (Available for portfolios with > 12 months performance. View historical fact sheets.) |
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Client trade note | ||||||
Exposure to Growth Assets | 30% | 50% | 70% | 90% | 100% | 120% |
Focus | Income | Mix of income and growth |
Predominantly growth |
Capital growth |
Capital growth |
Capital growth |
Volatility | Lower | Medium | Medium | Higher | Higher | Higher |
Launch Date | 29/4/2022 | 29/4/2022 | 29/4/2022 | 29/4/2022 | 29/4/2022 | 30/06/2022 |
Sustainable Managed Portfolios
The Sustainable Managed Portfolios aim to provide investors exposure to predominantly managers and strategies that seek to have positive sustainable outcomes. Visit Russell Investments’ website to learn more about their approach to responsible investing.
Strategic Index Managed Portfolios
These lower cost portfolios provide exposures to a diversified range of asset classes, using both index and factor based strategies across various investment managers.
Supplementary Documents
Product Disclosure Statement for all portfolios
Target Market Determinations (TMDs)
- TMD: Cornerstone Conservative Managed Portfolio
- TMD: Cornerstone Balanced Growth Managed Portfolio
- TMD: Cornerstone Growth Managed Portfolio
- TMD: Cornerstone High Growth Managed Portfolio
- TMD: Cornerstone Series 2 Conservative Managed Portfolio
- TMD: Cornerstone Series 2 Balanced Managed Portfolio
- TMD: Cornerstone Series 2 Balanced Growth Managed Portfolio
- TMD: Cornerstone Series 2 Growth Managed Portfolio
- TMD: Cornerstone Series 2 High Growth Managed Portfolio
- TMD: Cornerstone Series 2 High Growth Plus Managed Portfolio
- TMD: Cornerstone Sustainable Balanced Managed Portfolio
- TMD: Cornerstone Sustainable Balanced Growth Managed Portfolio
- TMD: Cornerstone Sustainable Growth Managed Portfolio
- TMD: Cornerstone Strategic Index Conservative Managed Portfolio
- TMD: Cornerstone Strategic Index Balanced Managed Portfolio
- TMD: Cornerstone Strategic Index Balanced Growth Managed Portfolio
- TMD: Cornerstone Strategic Index Growth Managed Portfolio
- TMD: Cornerstone Strategic Index High Growth Managed Portfolio
Cornerstone Financial Group Pty Ltd is a wholly owned subsidiary of Invest Blue Pty Ltd (ABN 91 100 874 744) which is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
This website contains factual information only about the Cornerstone and Russell Investments Managed Portfolios. The information provided is not intended to imply any recommendation or opinion about a financial product. This website has not been prepared having regard to any retail investor’s objectives, financial situation or needs. Before making an investment decision, an investor should also consider the latest disclosure document in respect of the Cornerstone Managed Portfolio (‘‘Disclosure Document’’) and / or seek financial advice in deciding whether to make or continue to hold, an investment in the Cornerstone Managed Portfolio. The Disclosure Document can be obtained by contacting a financial adviser or the platform operator(s) offering the Cornerstone Managed Portfolio.
Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM) is the Investment Manager of the Cornerstone Managed Portfolios.