Growth Option

The Growth Option typically invests in a diversified portfolio mix with exposure to growth investments around 90% and defensive investments around 10%. The Fund may be suited to an investor with a medium to high risk tolerance and an investment timeframe of at least 5 years.

Manager Allocation (%) Color
Russell Investments Australian Opportunities Fund
Allan Gray		 1 #5ab7e8
Ausbil		 1.2 #5ab7e8
Fidelity		 1.4 #5ab7e8
L1 Capital		 1 #5ab7e8
Perpetual		 1.4 #5ab7e8
Russell Investments		 0.6 #5ab7e8
Vinva		 1.4 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
DFA		 2.69 #afd8f3
Investors Mutual Limited		 3.23 #afd8f3
Karara Capital		 3.76 #afd8f3
Numeric Investors		 3.76 #afd8f3
Platypus		 3.76 #afd8f3
Russell Investments		 4.3 #afd8f3
Russell Investments Australian Factor Exposure Fund
Russell Investments		 4 #336e8c
Vanguard Australian Property Securities Index Fund
Vanguard		 0.5 #9fd1f1
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital		 1.58 #448bb0
J O Hambro Capital Management		 0.54 #448bb0
Janus (Perkins)		 1.08 #448bb0
Man Numeric Investors		 1.35 #448bb0
QUAERO CAPITAL		 0.63 #448bb0
Russell Investments		 1.13 #448bb0
RWC Partners		 0.54 #448bb0
Sanders Capital, LLC		 1.44 #448bb0
Wellington Management Company LLP		 0.72 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments		 19 #004680
Russell Investments Tax Effective Global Shares Fund
Fiera Capital		 1.62 #003365
J O Hambro		 0.36 #003365
Janus (Perkins)		 1.44 #003365
Morgan Stanley		 1.17 #003365
QUAERO CAPITAL		 0.36 #003365
Russell Investments		 1.53 #003365
RWC Asset Advisors		 0.36 #003365
Sanders Capital		 2.16 #003365
Vanguard International Property Securities Index Fund (Hedged)
Vanguard		 2 #023553
DEXUS Wholesale Property Fund
Dexus		 3 #f57f22
Global Property Fund II
Russell Investments		 1 #ca6917
Industrial Property Fund (TBC)
TBC		 2 #ad744b
Brookfield Premier Real Estate Partners Australia
Brookfield Premier Real Estate Partners Australia		 3 #f26252
Russell Investments Global High Yield Fund
Barings, LLC		 0.15 #c9c8aa
DDJ Capital		 0.2 #c9c8aa
Hermes Sourcecap		 0.25 #c9c8aa
PIMCO		 0.22 #c9c8aa
Russell Investments		 0.18 #c9c8aa
Russell Investments Australian Bond Fund
AMP Capital		 0.62 #b9b36e
Russell Investments		 0.6 #b9b36e
UBS		 0.83 #b9b36e
Western Asset		 0.96 #b9b36e
Russell Investments International Bond Fund - $A Hedged
BlueBay		 0.5 #979882
Colchester		 0.58 #979882
Insight		 0.5 #979882
Russell Investments		 0.38 #979882
Schroders		 0.25 #979882
Voya		 0.3 #979882
Russell Investments Emerging Market Debt Local Currency Fund
Babson		 0.3 #949849
Colchester		 0.25 #949849
GLG Partners		 0.45 #949849
Russell Investments Floating Rate Fund
Intermediate Capital Group PLC		 0.36 #707249
THL Credit Advisors		 0.84 #707249
TwentyFour Asset Management		 0.5 #707249
Voya Investment Management		 0.3 #707249
Russell Investments Australian Cash Enhanced Fund
Perpetual		 1.4 #7f7c3e
Russell Investments		 0.6 #7f7c3e
Utilities Trust of Australia (UTA)
Hastings		 1.5 #c24825
IFM Australian Infrastructure Fund
IFM		 2 #cc5533
Vanguard Global Infrastructure Fund (Hedged)
Vanguard		 1 #db6543
Commodities
Commodity Derivatives		 1 #996633
Russell Investments Multi-Strategy Volatility Premia Fund
Russell Investments		 1 #231f20
As at 18/08/2019
Asset Class Allocation (%) Color
Australian Equities		 34 #5ab7e8
International Equities		 39 #448bb0
Property		 9 #f57f22
Fixed Income		 9.5 #c9c8aa
Cash		 2 #7f7c3e
Infrastructure		 4.5 #c24825
Commodities		 1 #996633
Other Alternatives		 1 #231f20
As at 18/08/2019
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Opportunities Fund		 8 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)		 21.5 #afd8f3
Russell Investments Australian Factor Exposure Fund		 4 #336e8c
Vanguard Australian Property Securities Index Fund		 0.5 #9fd1f1
International Equities
Russell Investments Global Opportunities Fund - $A Hedged		 9 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund		 19 #004680
Russell Investments Tax Effective Global Shares Fund		 9 #003365
Vanguard International Property Securities Index Fund (Hedged)		 2 #023553
Property
DEXUS Wholesale Property Fund		 3 #f57f22
Global Property Fund II		 1 #ca6917
Industrial Property Fund (TBC)		 2 #ad744b
Brookfield Premier Real Estate Partners Australia		 3 #f26252
Fixed Income
Russell Investments Global High Yield Fund		 1 #c9c8aa
Russell Investments Australian Bond Fund		 3 #b9b36e
Russell Investments International Bond Fund - $A Hedged		 2.5 #979882
Russell Investments Emerging Market Debt Local Currency Fund		 1 #949849
Russell Investments Floating Rate Fund		 2 #707249
Cash
Russell Investments Australian Cash Enhanced Fund		 2 #7f7c3e
Infrastructure
Utilities Trust of Australia (UTA)		 1.5 #c24825
IFM Australian Infrastructure Fund		 2 #cc5533
Vanguard Global Infrastructure Fund (Hedged)		 1 #db6543
Commodities
Commodities		 1 #996633
Other Alternatives
Russell Investments Multi-Strategy Volatility Premia Fund		 1 #231f20
As at 18/08/2019
Performance (As at 31/7/2019)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/7/2003 1.37% 2.91% 6.14% 8.57% 7.94% 7.62%
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 6 years
Investment return objective • To earn a return after expected costs and tax, exceeding CPI by 4.5% per annum, measured over rolling 5 year periods.
Investment strategy The Portfolio is typically exposed to a diversified portfolio mix of around 90% growth investments and around 10% defensive investments. The Portfolio may be exposed to derivatives.
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