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
Vanguard Australian Property Securities Index Fund
Vanguard
3 #336e8c
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital
1.31 #448bb0
J O Hambro Capital Management
0.45 #448bb0
Janus (Perkins)
0.9 #448bb0
Man Numeric Investors
1.13 #448bb0
QUAERO CAPITAL
0.53 #448bb0
Russell Investments
0.94 #448bb0
RWC Partners
0.45 #448bb0
Sanders Capital, LLC
1.2 #448bb0
Wellington Management Company LLP
0.6 #448bb0
Russell Investments Global Opportunities Fund
Fiera Capital
2.19 #004680
J O Hambro Capital Management
0.75 #004680
Janus (Perkins)
1.5 #004680
Man Numeric Investors
1.88 #004680
QUAERO CAPITAL
0.88 #004680
Russell Investments
1.56 #004680
RWC Partners
0.75 #004680
Sanders Capital, LLC
2 #004680
Wellington Management Company LLP
1 #004680
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
10 #003365
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
3 #023553
Vanguard Global Infrastructure Fund (Hedged)
Vanguard
4 #231f20
Russell Investments Australian Cash Enhanced Fund
Perpetual
3.5 #c9c8aa
Russell Investments
1.5 #c9c8aa
Russell Investments International Bond Fund - $A Hedged
BlueBay
2.5 #b9b36e
Colchester
2.88 #b9b36e
Insight
2.5 #b9b36e
Russell Investments
1.88 #b9b36e
Schroders
1.25 #b9b36e
Voya
1.5 #b9b36e
Vanguard Australian Fixed Interest Index Fund
Vanguard
12.5 #979882
As at 14/10/2019
Asset Class Allocation (%) Color
Australian Shares
33 #5ab7e8
International Shares
33 #448bb0
Alternatives
4 #231f20
Fixed Interest and Cash
30 #c9c8aa
As at 14/10/2019
Fund Allocation (%) Color
Australian Shares
Russell Investments Australian Factor Exposure Fund
10 #5ab7e8
Vanguard Australian Shares Index Fund
20 #afd8f3
Vanguard Australian Property Securities Index Fund
3 #336e8c
International Shares
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
Vanguard International Property Securities Index Fund (Hedged)
3 #023553
Alternatives
Vanguard Global Infrastructure Fund (Hedged)
4 #231f20
Fixed Interest and Cash
Russell Investments Australian Cash Enhanced Fund
5 #c9c8aa
Russell Investments International Bond Fund - $A Hedged
12.5 #b9b36e
Vanguard Australian Fixed Interest Index Fund
12.5 #979882
As at 14/10/2019
Performance (As at 30/9/2019)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
24/11/2017 1.41% 2.18% 6.61% - - 5.21%
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 $2,793,579(As at 09/10/2019)
Fund inception 24th November 2017
Minimum Investment timeframe
Investment return objective
Site preferences