Blended Balanced Option

The Blended Balanced Option is typically exposed to a diversified portfolio mix of growth investments around 70% and defensive investments around 30%, using a combined active/passive investment management approach.

Manager Allocation (%) Color
Russell Investments Australian Shares Enhanced Income Fund
Russell Investments
10 #5ab7e8
Vanguard Australian Shares Index Fund
Vanguard
20 #afd8f3
Vanguard Australian Property Securities Index Fund
Vanguard
3 #336e8c
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital
1.31 #448bb0
J O Hambro Capital Management
0.45 #448bb0
Janus (Perkins)
0.9 #448bb0
Man Numeric Investors
1.13 #448bb0
QUAERO CAPITAL
0.53 #448bb0
Russell Investments
0.94 #448bb0
RWC Partners
0.45 #448bb0
Sanders Capital, LLC
1.2 #448bb0
Wellington Management Company LLP
0.6 #448bb0
Russell Investments Global Opportunities Fund
Fiera Capital
2.19 #004680
J O Hambro Capital Management
0.75 #004680
Janus (Perkins)
1.5 #004680
Man Numeric Investors
1.88 #004680
QUAERO CAPITAL
0.88 #004680
Russell Investments
1.56 #004680
RWC Partners
0.75 #004680
Sanders Capital, LLC
2 #004680
Wellington Management Company LLP
1 #004680
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
10 #003365
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
3 #023553
Russell Investments International Bond Fund - $A Hedged
BlueBay
2.25 #c9c8aa
Colchester
2.63 #c9c8aa
Insight
2.25 #c9c8aa
PIMCO
2.25 #c9c8aa
Russell Investments
1.88 #c9c8aa
Schroders
1.25 #c9c8aa
Vanguard Australian Fixed Interest Index Fund
Vanguard
12.5 #b9b36e
Russell Investments Australian Cash Enhanced Fund
Perpetual
3.5 #7f7c3e
Russell Investments
1.5 #7f7c3e
Vanguard Global Infrastructure Fund (Hedged)
Vanguard
4 #c24825
As at 26/04/2019
Asset Class Allocation (%) Color
Australian Equities
33 #5ab7e8
International Equities
33 #448bb0
Fixed Income
25 #c9c8aa
Cash
5 #7f7c3e
Infrastructure
4 #c24825
As at 26/04/2019
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Shares Enhanced Income Fund
10 #5ab7e8
Vanguard Australian Shares Index Fund
20 #afd8f3
Vanguard Australian Property Securities Index Fund
3 #336e8c
International Equities
Russell Investments Global Opportunities Fund - $A Hedged
7.5 #448bb0
Russell Investments Global Opportunities Fund
12.5 #004680
Russell Investments Multi-Asset Factor Exposure Fund
10 #003365
Vanguard International Property Securities Index Fund (Hedged)
3 #023553
Fixed Income
Russell Investments International Bond Fund - $A Hedged
12.5 #c9c8aa
Vanguard Australian Fixed Interest Index Fund
12.5 #b9b36e
Cash
Russell Investments Australian Cash Enhanced Fund
5 #7f7c3e
Infrastructure
Vanguard Global Infrastructure Fund (Hedged)
4 #c24825
As at 26/04/2019
Performance (As at 31/3/2019)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/4/2005 1.00% 7.47% 6.23% 7.53% 6.64% 6.30%
Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.

Fund detail

Assets under management N/A
Fund inception 1st April 2005
Minimum Investment timeframe 5 years
Investment return objective • To earn a return after expected costs and tax, exceeding CPI by 3.5% per annum, measured over rolling 5-year periods.
Investment strategy The Portfolio is typically exposed to a diversified portfolio mix of around 70% growth investments and around 30% defensive investments. The Portfolio may be exposed to derivatives.
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