Invest Blue presents the Cornerstone managed portfolios, a dynamic solution powered by Russell Investments. Built blending the world’s leading managers and strategies in a diversified, adaptive and efficient portfolio.

FUND NAME CHARACTERISTICS SAA

Conservative
Cornerstone SMA – 30
Inception: June 2020

Income Focus
Lower volatility

30% Conservative

Balanced*
Cornerstone SMA – 50
Inception: August 2020

Mix of income and growth Focus
Medium volatility

50% Balanced*

Balanced-Growth
Cornerstone SMA – 70
Inception: June 2020

Predominately growth Focus
Medium volatility

70% Balanced-Growth

Growth
Cornerstone SMA – 70
Inception: June 2020

Capital growth Focus
Higher volatility

90% Growth

High Growth
Cornerstone SMA – 70
Inception: June 2020

Capital growth Focus
Higher volatility

100% High Growth

* Not available for investment on all platforms