Balanced Opportunities Option

The Balanced Opportunities Option is typically exposed to a diversified portfolio mix of growth investments around 70% and defensive investments around 30%.

Manager Allocation (%) Color
Russell Investments Australian Opportunities Fund
Allan Gray
0.98 #5ab7e8
Ausbil Investment Management
0.98 #5ab7e8
Firetrail Investments
0.98 #5ab7e8
L1 Capital
0.49 #5ab7e8
Platypus Asset Management
1.14 #5ab7e8
Russell Investments
0.81 #5ab7e8
Vinva
1.14 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
Ausbil
2.98 #afd8f3
DFA
2.13 #afd8f3
Investors Mutual Limited
2.55 #afd8f3
Numeric Investors
2.98 #afd8f3
Platypus
2.98 #afd8f3
Russell Investments
3.4 #afd8f3
Russell Investments Australian Factor Exposure Fund
Russell Investments
3.5 #336e8c
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital
1.35 #448bb0
J O Hambro Capital Management
0.72 #448bb0
Nissay Asset Management
0.72 #448bb0
Numeric Investors
1.08 #448bb0
Oaktree Capital
0.72 #448bb0
Russell Investments
1.62 #448bb0
RWC Partners
0.63 #448bb0
Sanders Capital, LLC
1.35 #448bb0
Wellington Management Company LLP
0.81 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
12 #004680
Russell Investments Tax Effective Global Shares Fund
Fiera Capital
1.35 #003365
J O Hambro Capital Management
0.54 #003365
Morgan Stanley
0.72 #003365
Nissay Asset Management
0.72 #003365
Numeric Investors
1.08 #003365
Oaktree Capital
0.5 #003365
Russell Investments
1.8 #003365
RWC Partners
0.5 #003365
Sanders Capital
1.8 #003365
Global Property Fund II
Russell Investments
1.5 #f57f22
Russell Investments Private Assets Fund - Property Portion
Brookfield Premier Real Estate Partners Australia
2.52 #ca6917
Charter Hall Prime Industrial Fund
0.63 #ca6917
DEXUS Wholesale Property Fund
4.1 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
1 #ad744b
Metrics Credit
Metrics Credit
2 #c9c8aa
Russell Investments Global High Yield Fund
Barings, LLC
0.13 #b9b36e
Hermes Sourcecap
0.13 #b9b36e
Russell Investments
0.25 #b9b36e
Russell Investments Australian Bond Fund
AMP Capital
1.44 #979882
Russell Investments
1.4 #979882
UBS
1.93 #979882
Western Asset
2.24 #979882
Russell Investments International Bond Fund - $A Hedged
BlueBay
1.4 #949849
Colchester
1.61 #949849
Insight
1.4 #949849
Russell Investments
1.05 #949849
Schroders
0.7 #949849
Voya
0.84 #949849
Russell Investments Floating Rate Fund
First Eagle Alternative Credit
1.68 #707249
Intermediate Capital Group PLC
0.72 #707249
TwentyFour Asset Management
1 #707249
Voya Investment Management
0.6 #707249
ISQ Global Infrastructure Fund 1
ISQ Capital
1.75 #c24825
ISQ Global Infrastructure Fund 2
ISQ Capital
1.75 #cc5533
Russell Investments Private Assets Fund - Infrastructure Portion
IFM Australian Infrastructure Fund
1.47 #db6543
Morrison & Co Utilities Trust of Australia
1.78 #db6543
Vanguard Global Infrastructure Fund (Hedged)
Vanguard
1 #ec7552
Commodities
Commodity Derivatives
2 #996633
Russell Investments Emerging Market Debt Local Currency Fund
Babson
0.3 #231f20
Colchester
0.25 #231f20
GLG Partners
0.45 #231f20
Russell Investments Multi-Strategy Volatility Premia Fund
Russell Investments
2 #393b3f
As at 29/09/2020
Asset Class Allocation (%) Color
Australian Equities
27 #5ab7e8
International Equities
30 #448bb0
Property
9.75 #f57f22
Fixed Income
20.5 #c9c8aa
Infrastructure
7.75 #c24825
Commodities
2 #996633
Other Alternatives
3 #231f20
As at 29/09/2020
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Opportunities Fund
6.5 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
17 #afd8f3
Russell Investments Australian Factor Exposure Fund
3.5 #336e8c
International Equities
Russell Investments Global Opportunities Fund - $A Hedged
9 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
12 #004680
Russell Investments Tax Effective Global Shares Fund
9 #003365
Property
Global Property Fund II
1.5 #f57f22
Russell Investments Private Assets Fund - Property Portion
7.25 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
1 #ad744b
Fixed Income
Metrics Credit
2 #c9c8aa
Russell Investments Global High Yield Fund
0.5 #b9b36e
Russell Investments Australian Bond Fund
7 #979882
Russell Investments International Bond Fund - $A Hedged
7 #949849
Russell Investments Floating Rate Fund
4 #707249
Infrastructure
ISQ Global Infrastructure Fund 1
1.75 #c24825
ISQ Global Infrastructure Fund 2
1.75 #cc5533
Russell Investments Private Assets Fund - Infrastructure Portion
3.25 #db6543
Vanguard Global Infrastructure Fund (Hedged)
1 #ec7552
Commodities
Commodities
2 #996633
Other Alternatives
Russell Investments Emerging Market Debt Local Currency Fund
1 #231f20
Russell Investments Multi-Strategy Volatility Premia Fund
2 #393b3f
As at 29/09/2020
Performance (As at 31/8/2020)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/7/2008 2.03% 3.63% 1.19% 5.18% 5.84% 5.54%
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 July 2008
Minimum Investment timeframe 5 years
Investment return objective • To earn a return after expected costs and tax, exceeding CPI by 3.5% per annum, measured over rolling 5 and 10 year periods.
Investment strategy The Portfolio is typically exposed to a diversified portfolio mix of around 70% growth investments and around 30% defensive investments. The Portfolio may be exposed to derivatives.
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