High Growth Option

The High Growth Option invests 100% in growth assets, including alternatives. The Fund may be suitable for those investors seeking to generate wealth over the long term who are willing to accept short medium-term volatility. Investors must be prepared to accept fluctuations in capital values in the medium term.

Manager Allocation (%) Color
Russell Investments Australian Opportunities Fund
Allan Gray
2.19 #5ab7e8
Ausbil
2.63 #5ab7e8
L1 Capital
2.19 #5ab7e8
Perpetual
3.06 #5ab7e8
Platypus
3.06 #5ab7e8
Russell Investments
1.31 #5ab7e8
Vinva
3.06 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
Ausbil
3.15 #afd8f3
DFA
2.25 #afd8f3
Investors Mutual Limited
2.7 #afd8f3
Numeric Investors
3.15 #afd8f3
Platypus
3.15 #afd8f3
Russell Investments
3.6 #afd8f3
Russell Investments Australian Factor Exposure Fund
Russell Investments
5 #336e8c
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital
1.95 #448bb0
J O Hambro Capital Management
1.04 #448bb0
Nissay Asset Management
1.04 #448bb0
Numeric Investors
1.56 #448bb0
Oaktree Capital
1.04 #448bb0
Russell Investments
2.34 #448bb0
RWC Partners
0.91 #448bb0
Sanders Capital, LLC
1.95 #448bb0
Wellington Management Company LLP
1.17 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
18 #004680
Russell Investments Tax Effective Global Shares Fund
Fiera Capital
2.34 #003365
J O Hambro
0.52 #003365
Janus (Perkins)
2.08 #003365
Morgan Stanley
1.69 #003365
QUAERO CAPITAL
0.52 #003365
Russell Investments
2.21 #003365
RWC Asset Advisors
0.52 #003365
Sanders Capital
3.12 #003365
Global Property Fund II
Russell Investments
0.5 #f57f22
Russell Investments Private Assets Fund - Property Portion
Brookfield Premier Real Estate Partners Australia
1.32 #ca6917
Charter Hall Prime Industrial Fund
0.33 #ca6917
DEXUS Wholesale Property Fund
2.15 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
3 #ad744b
Vanguard Australian Property Securities Index Fund
Vanguard
0.5 #f26252
Russell Investments Global Listed Infrastructure Fund - Hedged
Cohen & Steers
0.15 #c24825
Colonial First State
0.38 #c24825
Nuveen
0.37 #c24825
Russell Investments
0.1 #c24825
Russell Investments Private Assets Fund - Infrastructure Portion
IFM Australian Infrastructure Fund
0.77 #cc5533
Morrison & Co Utilities Trust of Australia
0.93 #cc5533
Commodities
Commodity Derivatives
1 #996633
Russell Investments Multi-Asset Growth Strategy Plus Fund
Russell Investments
2.5 #231f20
Russell Investments Multi-Strategy Volatility Premia Fund
Russell Investments
1.5 #393b3f
As at 17/02/2020
Asset Class Allocation (%) Color
Australian Equities
40.5 #5ab7e8
International Equities
44 #448bb0
Property
7.8 #f57f22
Infrastructure
2.7 #c24825
Commodities
1 #996633
Other Alternatives
4 #231f20
As at 17/02/2020
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Opportunities Fund
17.5 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
18 #afd8f3
Russell Investments Australian Factor Exposure Fund
5 #336e8c
International Equities
Russell Investments Global Opportunities Fund - $A Hedged
13 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
18 #004680
Russell Investments Tax Effective Global Shares Fund
13 #003365
Property
Global Property Fund II
0.5 #f57f22
Russell Investments Private Assets Fund - Property Portion
3.8 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
3 #ad744b
Vanguard Australian Property Securities Index Fund
0.5 #f26252
Infrastructure
Russell Investments Global Listed Infrastructure Fund - Hedged
1 #c24825
Russell Investments Private Assets Fund - Infrastructure Portion
1.7 #cc5533
Commodities
Commodities
1 #996633
Other Alternatives
Russell Investments Multi-Asset Growth Strategy Plus Fund
2.5 #231f20
Russell Investments Multi-Strategy Volatility Premia Fund
1.5 #393b3f
As at 17/02/2020
Performance (As at 31/1/2020)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/4/2005 2.50% 5.04% 18.31% 10.56% 8.70% 7.15%
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 N/A
Fund inception 1st April 2005
Minimum Investment timeframe 7 years
Investment return objective • To earn a return after expected costs and tax, exceeding CPI by 5.0% per annum, measured over rolling 5-year periods.
Investment strategy The Portfolio is typically fully exposed to a diversified portfolio of growth investments. The Portfolio may be exposed to derivatives.
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