Russell Investments Managed Portfolios

Blending the world’s leading managers and strategies in a diversified, adaptive and efficient portfolio.

CHARACTERISTICS
 
STRATEGIC
ASSET ALLOCATION
COST
 
INCEPTION
DATE

Russell Investments Managed
Portfolio – Conservative

Fund Factsheet

Income Focus
Lower volatility

30% growth

 

0.67%

June 2019

Russell Investments Managed
Portfolio – Diversified 50

Fund Factsheet

Mix of income and
growth Focus
Medium volatility

50% growth

 

0.66%

June 2019

Russell Investments Managed
Portfolio – Balanced

Fund Factsheet

Predominately growth Focus
Medium volatility

70% growth

 

0.65%

June 2019

Russell Investments Managed
Portfolio – Growth

Fund Factsheet

Capital growth Focus
Higher volatility

90% growth

 

0.67%

June 2019

Quarterly Update

Portfolio Manager, Daniel Choo shares key market themes and provides an update on the positioning for our Managed Portfolios.

Watch video

Q2 2021 Update

FNN interviews Daniel Choo

In this interview Daniel discussed how Russell Investments’ core capabilities address the challenges in the Managed Portfolio landscape.

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

 

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Simply log in to BT Panorama, Hub24, netwealth or praemium to access our Managed Portfolios.

 


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.