Regulatory materials

 

Simplified prospectus – Russell Investments Global Balanced (April 2, 2024) (PDF)
Simplified prospectus (July 29, 2023) (PDF)

Annual information form (July 29, 2022) (PDF)
Annual information form Amendment No. 1 (October 12, 2022) (PDF)
Annual information form Amendment No. 2 (October 13, 2022) (PDF)
Annual information form Amendment No. 3 (January 23, 2023) (PDF)

Annual Report of the Independent Review Committee for the year ended March 31st, 2024 (PDF)

Fund facts

Quarterly Portfolio Disclosure

Top 25 holdings

Proxy Voting

Proxy voting disclosure
Proxy voting policy & guidelines (PDF)
Proxy voting policies and procedures (PDF)
Proxy and engagement report (PDF)
Engagement policy (PDF)

*In compliance with the International Ethics Standards Board for Accountants’ (“IESBA”) Code of Ethics for Professional Accountants, the auditor is required to publicly disclose the audit and non-audit fees charged to public interest entities, including Russell Investments Funds, on an annual basis.

In connection with the audits of the financial statements of the public interest entities managed by Russell Investments Canada Limited for the year ended March 31, 2024, the following fees (excluding applicable taxes) were paid or payable to PricewaterhouseCoopers LLP and other PwC network firms: fees for audits of financial statements were $667,950 and fees for other services were $506,348.