Diversified 50 Option

The Diversified 50 Option is broadly diversified across a 50/50 blend of defensive and growth assets. It may be suited to those investors looking for less volatile returns, yet would still like to maintain exposure to some growth assets.

Manager Allocation (%) Color
Russell Investments Australian Opportunities Fund
Allan Gray		 0.68 #5ab7e8
Ausbil Investment Management		 0.68 #5ab7e8
Firetrail Investments		 0.68 #5ab7e8
L1 Capital		 0.34 #5ab7e8
Platypus Asset Management		 0.79 #5ab7e8
Russell Investments		 0.56 #5ab7e8
Vinva		 0.79 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
Ausbil		 2.1 #afd8f3
DFA		 1.5 #afd8f3
Investors Mutual Limited		 1.8 #afd8f3
Numeric Investors		 2.1 #afd8f3
Platypus		 2.1 #afd8f3
Russell Investments		 2.4 #afd8f3
Russell Investments Australian Factor Exposure Fund
Russell Investments		 2.5 #336e8c
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital		 0.9 #448bb0
J O Hambro Capital Management		 0.48 #448bb0
Nissay Asset Management		 0.48 #448bb0
Numeric Investors		 0.72 #448bb0
Oaktree Capital		 0.48 #448bb0
Russell Investments		 1.08 #448bb0
RWC Partners		 0.42 #448bb0
Sanders Capital, LLC		 0.9 #448bb0
Wellington Management Company LLP		 0.54 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments		 8 #004680
Russell Investments Tax Effective Global Shares Fund
Fiera Capital		 0.9 #003365
J O Hambro Capital Management		 0.36 #003365
Morgan Stanley		 0.48 #003365
Nissay Asset Management		 0.48 #003365
Numeric Investors		 0.72 #003365
Oaktree Capital		 0.33 #003365
Russell Investments		 1.2 #003365
RWC Partners		 0.33 #003365
Sanders Capital		 1.2 #003365
Russell Investments Private Assets Fund - Property Portion
Brookfield Premier Real Estate Partners Australia		 2.16 #f57f22
Charter Hall Prime Industrial Fund		 0.54 #f57f22
DEXUS Wholesale Property Fund		 3.5 #f57f22
Vanguard International Property Securities Index Fund (Hedged)
Vanguard		 2 #ca6917
Vanguard Australian Property Securities Index Fund
Vanguard		 0.5 #ad744b
Metrics Credit
Metrics Credit		 2.5 #c9c8aa
Russell Investments Global High Yield Fund
Barings, LLC		 0.25 #b9b36e
Hermes Sourcecap		 0.25 #b9b36e
Russell Investments		 0.5 #b9b36e
Russell Investments Australian Bond Fund
AMP Capital		 3.18 #979882
Russell Investments		 3.1 #979882
UBS		 4.26 #979882
Western Asset		 4.96 #979882
Russell Investments International Bond Fund - $A Hedged
BlueBay		 2.6 #949849
Colchester		 2.99 #949849
Insight		 2.6 #949849
Russell Investments		 1.95 #949849
Schroders		 1.3 #949849
Voya		 1.56 #949849
Russell Investments Floating Rate Fund
First Eagle Alternative Credit		 1.68 #707249
Intermediate Capital Group PLC		 0.72 #707249
TwentyFour Asset Management		 1 #707249
Voya Investment Management		 0.6 #707249
Russell Investments Australian Floating Rate Fund
Perpetual		 4.9 #7f7c3e
Russell Investments		 2.1 #7f7c3e
Russell Investments Private Assets Fund - Infrastructure Portion
IFM Australian Infrastructure Fund		 1.26 #c24825
Morrison & Co Utilities Trust of Australia		 1.54 #c24825
Vanguard Global Infrastructure Fund (Hedged)
Vanguard		 1.5 #cc5533
Commodities
Commodity Derivatives		 2 #996633
Russell Investments Emerging Market Debt Local Currency Fund
Babson		 0.3 #231f20
Colchester		 0.25 #231f20
GLG Partners		 0.45 #231f20
Russell Investments Multi-Strategy Volatility Premia Fund
Russell Investments		 2 #393b3f
As at 27/10/2020
Asset Class Allocation (%) Color
Australian Equities		 19 #5ab7e8
International Equities		 20 #448bb0
Property		 8.7 #f57f22
Fixed Income		 36 #c9c8aa
Cash		 7 #7f7c3e
Infrastructure		 4.3 #c24825
Commodities		 2 #996633
Other Alternatives		 3 #231f20
As at 27/10/2020
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Opportunities Fund		 4.5 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)		 12 #afd8f3
Russell Investments Australian Factor Exposure Fund		 2.5 #336e8c
International Equities
Russell Investments Global Opportunities Fund - $A Hedged		 6 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund		 8 #004680
Russell Investments Tax Effective Global Shares Fund		 6 #003365
Property
Russell Investments Private Assets Fund - Property Portion		 6.2 #f57f22
Vanguard International Property Securities Index Fund (Hedged)		 2 #ca6917
Vanguard Australian Property Securities Index Fund		 0.5 #ad744b
Fixed Income
Metrics Credit		 2.5 #c9c8aa
Russell Investments Global High Yield Fund		 1 #b9b36e
Russell Investments Australian Bond Fund		 15.5 #979882
Russell Investments International Bond Fund - $A Hedged		 13 #949849
Russell Investments Floating Rate Fund		 4 #707249
Cash
Russell Investments Australian Floating Rate Fund		 7 #7f7c3e
Infrastructure
Russell Investments Private Assets Fund - Infrastructure Portion		 2.8 #c24825
Vanguard Global Infrastructure Fund (Hedged)		 1.5 #cc5533
Commodities
Commodities		 2 #996633
Other Alternatives
Russell Investments Emerging Market Debt Local Currency Fund		 1 #231f20
Russell Investments Multi-Strategy Volatility Premia Fund		 2 #393b3f
As at 27/10/2020
Performance (As at 30/9/2020)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/7/2003 -0.60% 1.20% -1.45% 3.51% 4.64% 5.79%
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 30th June 2003
Minimum Investment timeframe 4 years
Investment return objective • To earn a return after expected costs and tax, exceeding CPI by 3.0% per annum, measured over rolling 5-year periods.
Investment strategy The Portfolio is typically exposed to a diversified portfolio mix of around 50% growth investments and around 50% defensive investments. The Portfolio may be exposed to derivatives.
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