MANAGED PORTFOLIOS

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

Why Managed Accounts

As advisers and business owners you recognise that time is highly valuable and often in short supply. Managed accounts is an investment option that can help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.

Managed Accounts can help you work with your client to closely align their specific return objectives, risk tolerance and specific circumstance. Highlight your value through portfolio customisation and tax management. Offer your clients choice by way of control, transparency and flexibility of their managed account.

Why Russell Investments Managed Portfolios

  • We provide Institutional grade asset allocation expertise
  • Access to the world’s leading managers and strategies
  • Robust processes to adapt responsibly to changing markets

The same capabilities used by some of the world's largest and most iconic investors including Boeing and JCPenny

Diversification and dynamism are key in our managed portfolios.


Leading active
strategies

(where it matters)

The portfolios draw from our complete toolkit of active, factor and passive strategies.


Real-time
adaptability

(35% of the portfolio)

Active strategies are incorporated where skill is most likely to be rewarded with excess returns.


Compelling
price

(as low as 64.5bps)

Ideally suited to cost sensitive clients. Providing active management at a compelling price.

Our approach


Real return
dynamic core

Dynamic real return
multi-asset strategies

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Direct Australian
stocks

Australian equity
managed portfolios

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Passive
ETFs

Equity and fixed income
exchange traded funds

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Explore the portfolios

Across four risk adjusted portfolios

 

 

Conservative
30/70
 
 
Diversified
50/50

 

 

 

Balanced
70/30

 

 

Growth
90/10

  Find out more

Superior rating

Russell Investments Managed Portfolios have been rated Superior for world class manager research capabilities and robust strategic and dynamic asset allocation based process by independent research firm SQM Research1.

Superior SQM Award

Access the portfolios

Access Russell Investments managed portfolios through…

Latest Resources & Insights

Real-time adaptability: the secret sauce of managed accounts

Why real-time adaptability is a key ingredient in Managed Accounts

Read article

Managed Portfolios Quarterly Overview

Our overview provides detailed information on market themes and our Managed Portfolios for the previous quarter to discuss with your clients

Download

Managed Portfolios quarterly update

In this webinar we will discuss key market themes and provide an update on the positioning of the portfolios to help you in your ongoing client conversations and reviews.

Watch Video

Tough environment for stock selection – what’s working for us?

ANDREW ZENONOS
DANIEL CHOO

SEPTEMBER 10, 2020

PODCAST: Why consider Managed Portfolios for you and your clients.

Managed accounts is an investment option that can help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.

Listen

 

Ready to take the next step? We're here to help.

Request a meeting

We’d be honoured to work with you. Let us know how you want to meet and we’ll be happy to connect with you.

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Meet the team

Client conversations

Access to a range of resources to help you engage, onboard and service your clients in the Russell Investments Managed Portfolios. Contact your Regional Manager for more information.

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Market insights

Access our best thinking and insights on global markets and adviser issues.

1 The rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.