SECTOR FUNDS

"Research is at the foundation of everything we do."

Symon Parish
Chief Investment Officer,
Australasia

Important notice

There was incorrectly published performance data shown on this page for two Russell Investments funds as follows:

  • Russell Investments Tax Effective Global Shares Fund – in the period 26 February to 4 March 2019
  • Russell Investments After Tax Australian Shares Fund – in the period 20 February to 4 March 2019

The data was corrected by publication of the February factsheets on the website effective 26 March 2019 for the Russell Investments Tax Effective Global Shares Fund and 21 March 2019 for the Russell Investments After Tax Australian Shares Fund.

If you would like further information about this please contact syd-fundoperations@russellinvestments.com.

Sector Funds

We are able to provide clients with select exposure to single sector strategies across an extensive range of traditional, alternative and opportunistic strategies.

Our funds capture the best ideas quickly, efficiently and cost effectively by leveraging from our extensive manager research; our proprietary investment systems; and our 24hr in-house trading capabilities that allow us to manage over $332 billion in assets globally.

The funds have been designed using our extensive global manager research - reviewing over 12,000 investment products worldwide to provide our portfolio managers with the best components.

View our range of sector funds including:

Fund Inception Date Performance (p.a.)
As of 31/7/2019
1 Year 3 Years 5 Years Since Inception
Australian shares
Russell Investments Australian Shares Fund - Class A 31/12/1997 8.51% 10.46% 7.70% 8.76%
Russell Investments Australian Opportunities Fund - Class A 31/5/2004 8.94% 10.35% 8.22% 9.01%
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors) - Class A 2/5/2011 7.37% 9.78% 7.28% 8.10%
International shares
Russell Investments International Shares Fund - Class A 31/12/1997 8.53% 12.82% 12.13% 4.95%
Russell Investments International Shares Fund - $A Hedged - Class A 31/7/1998 1.06% 10.07% 8.04% 5.39%
Russell Investments Global Opportunities Fund - Class A 31/12/2004 8.26% 12.83% 13.00% 7.34%
Russell Investments Global Opportunities Fund - $A Hedged - Class A 31/12/2008 0.76% 9.93% 8.86% 12.37%
Russell Investments Emerging Markets Fund - Class A 30/4/2007 3.79% 10.57% 7.04% 4.44%
Russell Investments Low Carbon Global Shares Fund - Class A 10/10/2017 11.39% - - 12.66%
Russell Investments Low Carbon Global Shares Fund - Class AUDH 10/10/2017 3.87% - - 6.04%
Russell Investments Tax Effective Global Shares Fund - Class A 8/11/2016 10.59% - - 15.73%
Property
Russell Investments International Property Securities Fund - Hedged - Class A 31/12/2004 6.62% 4.43% 7.28% 6.58%
Fixed Interest
Russell Investments Australian Bond Fund - Class A 31/12/1997 9.79% 3.98% 4.72% 5.78%
Russell Investments International Bond Fund - $A Hedged - Class A 31/12/1997 6.83% 3.31% 4.82% 6.63%
Russell Investments Australian Bond Income Fund - Class A 8/10/2010 10.11% 4.07% 4.86% 5.61%
Cash
Russell Investments Australian Cash Fund - Class A 30/6/1998 1.48% 1.45% 1.68% 4.00%
Russell Investments Australian Cash Enhanced Fund - Class A 31/12/2004 2.70% 2.59% 2.59% 4.46%
Alternatives
Russell Investments Global Listed Infrastructure Fund - Hedged - Class A 28/9/2009 11.47% 7.49% 8.48% 12.22%

Past performance is not a reliable indicator of future performance. Performance has been calculated after allowing for tax and investment management expenses.  Administration fees are not included in the calculation. Performance for periods longer than 1 year are annualised. The inception date reflects the first day of investment into the option. 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.


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