Cornerstone Managed Portfolios

Multi-Asset Managed Portfolios

These dynamically managed portfolios aim to provide investors with capital growth and income through exposure to a range of asset classes and investment styles.

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.

	Conservative	Diversified 50	Balanced	Growth	High Growth
Fact sheets (Available for portfolios with > 12 months performance)
Client trade note
Exposure to Growth Assets	30%	50%	70%	90%	100%
Focus	Income, sustainability1	Predominantly growth, sustainability1	Predominantly growth, sustainability1	Capital growth, sustainability1	Capital growth, sustainability1
Volatility	Lower	Medium	Medium	Higher	Higher
Inception Date	21/08/2023	21/08/2023	28/02/2022	28/02/2022	21/08/2023

¹The portfolios have exposure to predominantly managers and strategies that seek to have positive sustainable outcomes compared to the portfolio’s benchmark. Refer to the Product Disclosure Statement (PDS) for more information about the benchmark and ESG considerations for the portfolios. A PDS can be obtained by contacting the relevant platform operator(s).

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.

	Conservative	Balanced	Balanced Growth	Growth	High Growth
Fact sheets  (Available for portfolios with > 12 months performance)
Client trade note
Exposure to Growth Assets	30%	50%	70%	90%	100%
Focus	Income	Mix of income and growth	Predominantly growth	Capital growth	Capital growth
Volatility	Lower	Medium	Medium	Higher	Higher
Inception Date	30/04/2022	30/04/2022	30/04/2022	30/04/2022	30/04/2022

Supplementary Documents

Product Disclosure Statements (PDSs)

• PDS: Cornerstone Managed Portfolios 
• PDS: Russell Investments Sustainable Managed Portfolios 

Target Market Determinations (TMDs)

• TMD: Cornerstone Managed Portfolios 
• TMD: Russell Investments Sustainable Managed Portfolios 

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.