Growth Option

The Growth Option typically invests in a diversified portfolio mix with exposure to growth investments around 90% and defensive investments around 10%. The Fund may be suited to an investor with a medium to high risk tolerance and an investment timeframe of at least 5 years.

Manager Allocation (%) Color
Russell Investments Australian Opportunities Fund
Allan Gray
1.22 #5ab7e8
Ausbil Investment Management
1.22 #5ab7e8
Firetrail Investments
1.22 #5ab7e8
L1 Capital
0.61 #5ab7e8
Platypus Asset Management
1.42 #5ab7e8
Russell Investments
1.01 #5ab7e8
Vinva
1.42 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
Ausbil
2 #afd8f3
DFA
1.43 #afd8f3
Investors Mutual Limited
1.71 #afd8f3
Numeric Investors
2 #afd8f3
Platypus
2 #afd8f3
Russell Investments
2.28 #afd8f3
Russell Investments Australian Factor Exposure Fund
Russell Investments
13 #336e8c
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
14.4 #448bb0
Russell Investments Tax Effective Global Shares Fund
Fiera Capital
3.24 #004680
J O Hambro Capital Management
1.3 #004680
Morgan Stanley
1.73 #004680
Nissay Asset Management
1.73 #004680
Numeric Investors
2.59 #004680
Oaktree Capital
1.19 #004680
Russell Investments
4.32 #004680
RWC Partners
1.19 #004680
Sanders Capital
4.32 #004680
Russell Global Property Fund II
Russell Investments
1 #f57f22
Russell Investments Private Assets Fund - Property Portion
Brookfield Premier Real Estate Partners Australia
3.65 #ca6917
Charter Hall Prime Industrial Fund
0.91 #ca6917
DEXUS Wholesale Property Fund
5.93 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
1.5 #ad744b
Vanguard Australian Property Securities Index Fund
Vanguard
2 #f26252
Metrics Credit
Metrics Credit
3.5 #c9c8aa
Russell Investments Australian Bond Fund
AMP Capital
0.3 #b9b36e
Russell Investments
0.6 #b9b36e
UBS
0.3 #b9b36e
Western Asset Management
0.8 #b9b36e
Russell Investments Australian Floating Rate Fund - Fixed Income Portion
Perpetual
2.03 #979882
Russell Investments International Bond Fund - $A Hedged
BlueBay
0.3 #949849
Colchester
0.35 #949849
Insight
0.3 #949849
Russell Investments
0.23 #949849
Schroders
0.15 #949849
Voya
0.18 #949849
Russell Investments Australian Floating Rate Fund - Cash Portion
Russell Investments
0.98 #7f7c3e
IFM Global Infrastructure (Australia) Trust - Australian Infrastructure Unit Class
IFM
1.5 #c24825
Russell Investments Private Assets Fund - Infrastructure Portion
IFM Australian Infrastructure Fund
1.58 #cc5533
Morrison & Co Utilities Trust of Australia
1.92 #cc5533
Vanguard Global Infrastructure Fund (Hedged)
Vanguard
1.5 #db6543
As at 03/12/2020
Asset Class Allocation (%) Color
Australian Equities
32.5 #5ab7e8
International Equities
36 #448bb0
Property
15 #f57f22
Fixed Income
9.03 #c9c8aa
Cash
0.98 #7f7c3e
Infrastructure
6.5 #c24825
As at 03/12/2020
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Opportunities Fund
8.1 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
11.4 #afd8f3
Russell Investments Australian Factor Exposure Fund
13 #336e8c
International Equities
Russell Investments Multi-Asset Factor Exposure Fund
14.4 #448bb0
Russell Investments Tax Effective Global Shares Fund
21.6 #004680
Property
Russell Global Property Fund II
1 #f57f22
Russell Investments Private Assets Fund - Property Portion
10.5 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
1.5 #ad744b
Vanguard Australian Property Securities Index Fund
2 #f26252
Fixed Income
Metrics Credit
3.5 #c9c8aa
Russell Investments Australian Bond Fund
2 #b9b36e
Russell Investments Australian Floating Rate Fund - Fixed Income Portion
2.03 #979882
Russell Investments International Bond Fund - $A Hedged
1.5 #949849
Cash
Russell Investments Australian Floating Rate Fund - Cash Portion
0.98 #7f7c3e
Infrastructure
IFM Global Infrastructure (Australia) Trust - Australian Infrastructure Unit Class
1.5 #c24825
Russell Investments Private Assets Fund - Infrastructure Portion
3.5 #cc5533
Vanguard Global Infrastructure Fund (Hedged)
1.5 #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 0.70% 1.82% -3.08% 3.56% 5.51% 6.94%
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 $483,228,442(As at 29/11/2020)
Fund inception 30th June 2003
Minimum Investment timeframe 6 years
Investment return objective To earn a return after costs and tax, exceeding CPI by 4.0% p.a., measured over rolling 5 year periods.
Investment strategy Typically exposed to a diversified mix of around 90% growth investments and around 10% defensive investments. May be exposed to derivatives.
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