RUSSELL INVESTMENTS
Global Balanced
Sophistication made simple™
Download to learn the three reasons to invest in Russell Investments Global Balanced

Russell Investments Global Balanced combines two time-tested, industry leading multi-manager investment funds to create a simple, yet sophisticated balanced portfolio. With a strategic asset allocation of 60% Russell Investments Global Equity Pool and 40% Russell Investments Fixed Income Pool, it utilizes eight institutional asset managers that specialize in different investment styles to bring a diversified solution.
Why Balanced?
Balanced portfolios provide investors with diversifying investments. Also known as 60 40 portfolios, these mutual funds generally have a strategic asset allocation of 60% equities and 40% fixed income. By blending equities and bonds, which have historically exhibited low correlations into a single solution, they help provide returns with less volatility. The allocation to fixed income provides investors with income and stability, while the allocation to equities provides growth potential.
Why Global Investing?
Many investors have "home country bias," meaning the majority of their investments are in Canadian equity or Canadian fixed income. This makes sense as you are likely to be more comfortable investing in mutual funds that you know. However, considering Canada only represents approximately 3% of world stocks, an investor that limits themselves to just investments in Canada is missing out on 97% of investment opportunities.1.
Solution
Access to leading edge, specialist managers that actively invest in multiple fixed income sectors, and have complementary equity investing styles. Designed for mutual fund investors seeking growth and some income.
Sub-advisers are current as of October 2024. Russell Investments has the right to engage or terminate a sub-adviser at any time and without notice.
Russell Investments Canada Limited (Russell Investments) intends to manage the portfolio based upon the strategic allocations noted; however, the actual allocations may vary slightly due to shifts in the market. Russell Investments will rebalance when we believe that it is strategically appropriate to do so and we may change the weightings of the underlying funds.
Three reasons to invest
The Russell Investments process
Our approach brings some of the world's leading managers and strategies together—in a diversified, adaptive and efficient portfolio—aimed at achieving investors' goals. Our proven manager research process, refined over almost five decades, is rigorous, ongoing and effective.
A global balanced portfolio at a competitive cost
This 60 40 portfolio combines Russell Investments Global Equity Pool and Russell Investments Fixed Income Pool to create a multi-manager portfolio diversified not just by sub-adviser, but also by investment styles. Because of Russell Investments’ capabilities to deliver effective solutions, this simple, yet unique portfolio has a very competitive cost compared to other funds in the same category.2
An impressive 20+ year track record for each underlying pool
Russell Investments Global Equity Pool and Russell Investments Fixed Income Pool are both actively managed, multi-manager Pools launched in 2001, delivering strong investment outcomes3.
2 Source: Morningstar Direct, Morningstar Canada category: Global Neutral Balanced. © 2024 Morningstar Research Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.