Russell Investmentscornerstone

Historical fact sheets

Cornerstone Multi-Asset Managed Portfolios (funds only)

PORTFOLIO NAME  AUGUST 2023  JULY 2023 JUNE 2023 
Conservative    
Balanced Growth
     
Growth
     
High Growth      

Cornerstone Multi-Asset Managed Portfolios (core model)

PORTFOLIO NAME  AUGUST 2023  JULY 2023   JUNE 2023
Conservative    
Balanced       
Balanced Growth
     
Growth
     
High Growth      
High Growth Plus       

Sustainable Managed Portfolios

PORTFOLIO NAME  AUGUST 2023  JULY 2023   JUNE 2023
Balanced Growth      
Growth     

Strategic Index Portfolios

PORTFOLIO NAME  AUGUST 2023  JULY 2023   JUNE 2023
Conservative      
Balanced   
Balanced Growth      
Growth    
High Growth    

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.