Blended Balanced Option - iQ Retirement (Pension)

Manager Allocation (%) Color
Russell Investments Australian Factor Exposure Fund
Russell Investments
10 #5ab7e8
Vanguard Australian Shares Index Fund
Vanguard
20 #afd8f3
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital
1.13 #448bb0
J O Hambro Capital Management
0.6 #448bb0
Nissay Asset Management
0.6 #448bb0
Numeric Investors
0.9 #448bb0
Oaktree Capital
0.6 #448bb0
Russell Investments
1.35 #448bb0
RWC Partners
0.53 #448bb0
Sanders Capital, LLC
1.13 #448bb0
Wellington Management Company LLP
0.68 #448bb0
Russell Investments Global Opportunities Fund
Fiera Capital
1.88 #004680
J O Hambro Capital Management
1 #004680
Nissay Asset Management
1 #004680
Numeric Investors
1.5 #004680
Oaktree Capital
1 #004680
Russell Investments
2.25 #004680
RWC Partners
0.88 #004680
Sanders Capital, LLC
1.88 #004680
Wellington Management Company LLP
1.13 #004680
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
10 #003365
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
3 #f57f22
Vanguard Australian Property Securities Index Fund
Vanguard
3 #ca6917
Russell Investments International Bond Fund - $A Hedged
BlueBay
2.5 #c9c8aa
Colchester
2.88 #c9c8aa
Insight
2.5 #c9c8aa
Russell Investments
1.88 #c9c8aa
Schroders
1.25 #c9c8aa
Voya
1.5 #c9c8aa
Vanguard Australian Fixed Interest Index Fund
Vanguard
12.5 #b9b36e
Russell Investments Australian Cash Enhanced Fund
Perpetual
3.5 #7f7c3e
Russell Investments
1.5 #7f7c3e
Vanguard Global Infrastructure Fund (Hedged)
Vanguard
4 #c24825
As at 30/09/2020
Asset Class Allocation (%) Color
Australian Equities
30 #5ab7e8
International Equities
30 #448bb0
Property
6 #f57f22
Fixed Income
25 #c9c8aa
Cash
5 #7f7c3e
Infrastructure
4 #c24825
As at 30/09/2020
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Factor Exposure Fund
10 #5ab7e8
Vanguard Australian Shares Index Fund
20 #afd8f3
International Equities
Russell Investments Global Opportunities Fund - $A Hedged
7.5 #448bb0
Russell Investments Global Opportunities Fund
12.5 #004680
Russell Investments Multi-Asset Factor Exposure Fund
10 #003365
Property
Vanguard International Property Securities Index Fund (Hedged)
3 #f57f22
Vanguard Australian Property Securities Index Fund
3 #ca6917
Fixed Income
Russell Investments International Bond Fund - $A Hedged
12.5 #c9c8aa
Vanguard Australian Fixed Interest Index Fund
12.5 #b9b36e
Cash
Russell Investments Australian Cash Enhanced Fund
5 #7f7c3e
Infrastructure
Vanguard Global Infrastructure Fund (Hedged)
4 #c24825
As at 30/09/2020
Performance (As at 31/8/2020)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
24/11/2017 2.12% 4.29% -1.92% - - 2.21%
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 $4,852,527(As at 27/09/2020)
Fund inception 24th November 2017
Minimum Investment timeframe
Investment return objective
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