Managed Accounts

Blending leading managers and strategies in a diversified adaptive and efficient portfolio.

Managed Accounts

Blending leading managers and strategies in a diversified adaptive and efficient portfolio

Invest Blue presents the Cornerstone Managed Portfolios, a dynamic solution powered by Russell Investments.

Managed portfolios can help investors to closely align their specific return objectives, risk tolerance, preferences and specific circumstance to their investment goals. This investment option can provide investors choice by way of control, transparency and flexibility of their managed account.

With a managed portfolio, investors benefit from direct ownership of securities unlike a managed fund. You can gain greater control whilst still accessing the expertise of a professional manager.

Your financial adviser can help ensure your portfolio stays on track and is adapting to your financial circumstances.

Why Cornerstone Managed Portfolios?

Powered by Russell Investments, the portfolios leverage the same capabilities used by some of the world’s largest and most iconic investors including Boeing.

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Institutional grade asset allocation expertise

funnel

Access to the world’s leading managers and strategies

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Robust processes to adapt responsibly to changing markets

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.

Conservative

Balanced

Balanced Growth

Growth

High Growth

High Growth Plus

 Exposure to Growth/Defensive Assets

30/70

50/50

70/30

90/10

100

120

 Characteristics
  • Income focus
  • Lower volatility
  • Mix of income and growth focus 
  • Lower volatility
  • Predominately growth focus
  • Medium volatility
  • Capital growth focus
  • Higher volatility
  • Capital growth focus
  • Higher volatility
  • Capital growth focus
  • Higher volatility
 

Sustainable Managed Portfolios

The Sustainable Managed Portfolios provide investors exposure to predominantly sustainable managers and strategies that seek to have positive sustainable outcomes. Visit Russell Investments’ website to learn more about their approach to responsible investing.


Balanced

Growth

 Exposure to Growth/Defensive Assets

70/30

90/10

 Characteristics
  • Mix of income and growth focus 
  • Medium volatility
  • Sustainability focus1
  • Capital growth focus
  • Higher volatility
  • Sustainability focus1
 

Strategic Index Managed Portfolios

These portfolios are a lower-cost, dynamically managed portfolios that provide exposures to a diversified range of asset classes, using both index and factor based strategies across various investment managers. Designed to perform inline with the relevant index (after fees), the portfolios provide investors with capital growth and income over the medium to long term.


Conservative

Balanced

Balanced Growth

Growth

High Growth

 Exposure to Growth/Defensive Assets

30/70

50/50

70/30

90/10

100

 Characteristics
  • Income focus
  • Lower volatility
  • Mix of income and growth focus
  • Lower volatility
  • Predominately growth focus
  • Medium volatility
  • Capital growth focus
  • Higher volatility
  • Capital growth focus
  • Higher volatility

About Russell Investments

Learn all about Russell Investments, where they began, and how their investment approach puts the world's leading investment managers to work for you.

Who are Russell Investments? Russell Investments’ investment approach

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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.