Diversified 50 Option

The Diversified 50 Option is broadly diversified across a 50/50 blend of defensive and growth assets. It may be suited to those investors looking for less volatile returns, yet would still like to maintain exposure to some growth assets.

Manager Allocation (%) Color
Russell Investments Australian Opportunities Fund
Allan Gray
0.71 #5ab7e8
Ausbil Investment Management
0.71 #5ab7e8
Firetrail Investments
0.71 #5ab7e8
L1 Capital
0.36 #5ab7e8
Platypus Asset Management
0.83 #5ab7e8
Russell Investments
0.59 #5ab7e8
Vinva
0.83 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
Ausbil
1.16 #afd8f3
DFA
0.83 #afd8f3
Investors Mutual Limited
1 #afd8f3
Numeric Investors
1.16 #afd8f3
Platypus
1.16 #afd8f3
Russell Investments
1.33 #afd8f3
Russell Investments Australian Factor Exposure Fund
Russell Investments
7.6 #336e8c
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
7.6 #448bb0
Russell Investments Tax Effective Global Shares Fund
Fiera Capital
1.71 #004680
J O Hambro Capital Management
0.68 #004680
Morgan Stanley
0.91 #004680
Nissay Asset Management
0.91 #004680
Numeric Investors
1.37 #004680
Oaktree Capital
0.63 #004680
Russell Investments
2.28 #004680
RWC Partners
0.63 #004680
Sanders Capital
2.28 #004680
Russell Investments Private Assets Fund - Property Portion
Brookfield Premier Real Estate Partners Australia
3 #f57f22
Charter Hall Prime Industrial Fund
0.75 #f57f22
DEXUS Wholesale Property Fund
4.87 #f57f22
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
1.5 #ca6917
Vanguard Australian Property Securities Index Fund
Vanguard
1.5 #ad744b
Metrics Credit
Metrics Credit
4.5 #c9c8aa
Russell Investments Global High Yield Fund
Barings, LLC
0.25 #b9b36e
Hermes Sourcecap
0.25 #b9b36e
Russell Investments
0.5 #b9b36e
Russell Investments Australian Bond Fund
AMP Capital
1.58 #979882
Russell Investments
3.15 #979882
UBS
1.58 #979882
Western Asset Management
4.2 #979882
Russell Investments Australian Floating Rate Fund - Fixed Income Portion
Perpetual
8.44 #949849
Russell Investments International Bond Fund - $A Hedged
BlueBay
2.1 #707249
Colchester
2.42 #707249
Insight
2.1 #707249
Russell Investments
1.58 #707249
Schroders
1.05 #707249
Voya
1.26 #707249
Russell Investments Floating Rate Fund
First Eagle Alternative Credit
1.89 #575931
Intermediate Capital Group PLC
0.81 #575931
TwentyFour Asset Management
1.13 #575931
Voya Investment Management
0.68 #575931
Vanguard Australian Inflation Linked Bond Index Fund
Vanguard
2 #535615
Russell Investments Australian Floating Rate Fund - Cash Portion
Russell Investments
4.06 #7f7c3e
IFM Global Infrastructure (Australia) Trust - Australian Infrastructure Unit Class
IFM
1 #c24825
Russell Investments Private Assets Fund - Infrastructure Portion
IFM Australian Infrastructure Fund
1.3 #cc5533
Morrison & Co Utilities Trust of Australia
1.58 #cc5533
Vanguard Global Infrastructure Fund (Hedged)
Vanguard
1 #db6543
As at 03/12/2020
Asset Class Allocation (%) Color
Australian Equities
19 #5ab7e8
International Equities
19 #448bb0
Property
11.63 #f57f22
Fixed Income
41.44 #c9c8aa
Cash
4.06 #7f7c3e
Infrastructure
4.88 #c24825
As at 03/12/2020
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Opportunities Fund
4.75 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
6.65 #afd8f3
Russell Investments Australian Factor Exposure Fund
7.6 #336e8c
International Equities
Russell Investments Multi-Asset Factor Exposure Fund
7.6 #448bb0
Russell Investments Tax Effective Global Shares Fund
11.4 #004680
Property
Russell Investments Private Assets Fund - Property Portion
8.63 #f57f22
Vanguard International Property Securities Index Fund (Hedged)
1.5 #ca6917
Vanguard Australian Property Securities Index Fund
1.5 #ad744b
Fixed Income
Metrics Credit
4.5 #c9c8aa
Russell Investments Global High Yield Fund
1 #b9b36e
Russell Investments Australian Bond Fund
10.5 #979882
Russell Investments Australian Floating Rate Fund - Fixed Income Portion
8.44 #949849
Russell Investments International Bond Fund - $A Hedged
10.5 #707249
Russell Investments Floating Rate Fund
4.5 #575931
Vanguard Australian Inflation Linked Bond Index Fund
2 #535615
Cash
Russell Investments Australian Floating Rate Fund - Cash Portion
4.06 #7f7c3e
Infrastructure
IFM Global Infrastructure (Australia) Trust - Australian Infrastructure Unit Class
1 #c24825
Russell Investments Private Assets Fund - Infrastructure Portion
2.88 #cc5533
Vanguard Global Infrastructure Fund (Hedged)
1 #db6543
As at 03/12/2020
Performance (As at 31/10/2020)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/7/2003 0.57% 1.19% -1.25% 3.13% 4.27% 5.80%
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 $268,666,637(As at 29/11/2020)
Fund inception 30th June 2003
Minimum Investment timeframe 4 years
Investment return objective To earn a return after costs and tax, exceeding CPI by 3.0% p.a., measured over rolling 5 year periods.
Investment strategy Typically exposed to a diversified mix of around 50% growth investments and around 50% defensive investments. May be exposed to derivatives.
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