Russell Investments Growth Fund - Class A

The Russell Growth Fund typically invests in a diversified portfolio mix with exposure to growth investments around 90% and defensive investments around 10%. The Fund may be suited to an investor with a medium to high risk tolerance and an investment timeframe of at least 5 years.

Manager Allocation (%) Color
Russell Investments Australian Shares Tracker Fund
DFA
4.38 #5ab7e8
Investors Mutual Limited
5.25 #5ab7e8
Karara Capital
6.13 #5ab7e8
Numeric Investors
6.13 #5ab7e8
Platypus
6.13 #5ab7e8
Russell Investments
7 #5ab7e8
Vanguard Australian Property Securities Index Fund
Vanguard
1.5 #afd8f3
Russell Investments Global Opportunities Fund - $A Hedged
Fiera Capital
1.63 #448bb0
J O Hambro Capital Management
0.56 #448bb0
Janus (Perkins)
1.12 #448bb0
Man Numeric Investors
1.4 #448bb0
QUAERO CAPITAL
0.65 #448bb0
Russell Investments
1.16 #448bb0
RWC Partners
0.56 #448bb0
Sanders Capital, LLC
1.49 #448bb0
Wellington Management Company LLP
0.74 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
15.4 #004680
Russell Investments Tax Effective Global Shares Fund
Fiera Capital
1.67 #003365
J O Hambro
0.37 #003365
Janus (Perkins)
1.49 #003365
Morgan Stanley
1.21 #003365
QUAERO CAPITAL
0.37 #003365
Russell Investments
1.58 #003365
RWC Asset Advisors
0.37 #003365
Sanders Capital
2.23 #003365
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
5 #023553
Amundi Absolute Volatility World Equities Fund AUD Hedged
Amundi
0.5 #231f20
Commodities
Commodity Derivatives
1 #393b3f
Russell Investments Global High Yield Fund
Barings, LLC
0.75 #4d5259
DDJ Capital
1 #4d5259
Hermes Sourcecap
1.25 #4d5259
PIMCO
1.1 #4d5259
Russell Investments
0.9 #4d5259
Russell Investments Global Listed Infrastructure Fund - Hedged
Cohen & Steers
0.23 #676c74
Colonial First State
0.53 #676c74
Maple-Brown Abbott Limited
0.23 #676c74
Nuveen
0.45 #676c74
Russell Investments
0.08 #676c74
Russell Investments Emerging Market Debt Local Currency Fund
Babson
0.6 #868990
Colchester
0.5 #868990
GLG Partners
0.9 #868990
Russell Investments Multi-Strategy Volatility Premia Fund
Russell Investments
2.5 #9ca0a4
Russell Investments Australian Bond Fund
AMP Capital
1.03 #c9c8aa
Russell Investments
1 #c9c8aa
UBS
1.38 #c9c8aa
Western Asset
1.6 #c9c8aa
Russell Investments Australian Cash Enhanced Fund
Perpetual
1.75 #b9b36e
Russell Investments
0.75 #b9b36e
Russell Investments International Bond Fund - $A Hedged
BlueBay
0.81 #979882
Colchester
0.95 #979882
Insight
0.81 #979882
PIMCO
0.81 #979882
Russell Investments
0.68 #979882
Schroders
0.45 #979882
As at 16/02/2019
Asset Class Allocation (%) Color
Australian Shares
36.5 #5ab7e8
International Shares
39 #448bb0
Alternatives
12.5 #231f20
Fixed Interest and Cash
12 #c9c8aa
As at 16/02/2019
Fund Allocation (%) Color
Australian Shares
Russell Investments Australian Shares Tracker Fund
35 #5ab7e8
Vanguard Australian Property Securities Index Fund
1.5 #afd8f3
International Shares
Russell Investments Global Opportunities Fund - $A Hedged
9.3 #448bb0
Russell Investments Multi-Asset Factor Exposure Fund
15.4 #004680
Russell Investments Tax Effective Global Shares Fund
9.3 #003365
Vanguard International Property Securities Index Fund (Hedged)
5 #023553
Alternatives
Amundi Absolute Volatility World Equities Fund AUD Hedged
0.5 #231f20
Commodities
1 #393b3f
Russell Investments Global High Yield Fund
5 #4d5259
Russell Investments Global Listed Infrastructure Fund - Hedged
1.5 #676c74
Russell Investments Emerging Market Debt Local Currency Fund
2 #868990
Russell Investments Multi-Strategy Volatility Premia Fund
2.5 #9ca0a4
Fixed Interest and Cash
Russell Investments Australian Bond Fund
5 #c9c8aa
Russell Investments Australian Cash Enhanced Fund
2.5 #b9b36e
Russell Investments International Bond Fund - $A Hedged
4.5 #979882
As at 16/02/2019
Performance (As at 31/1/2019)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
31/10/2000 3.97% 0.64% -0.73% 7.73% 6.86% 5.65%
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 $600,282,208(As at 13/02/2019)
Fund inception 31st October 2000
Minimum Investment timeframe 6 years
Investment return objective To provide capital growth over the long term consistent with a portfolio focusing on growth assets, while accepting fluctuations in capital values in the short term.
Investment strategy The Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 90% and defensive investments of around 10%. Derivatives may be used to implement investment strategies.
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