Global Balanced

Sophistication made simple™

Overview Solutions Benefits Related Materials

Russell Investments Global Balanced solutions offer a suite of simple, yet sophisticated multi-manager portfolios designed to meet a range of investor risk profiles. Each portfolio combines two time-tested, industry-leading funds: the Russell Investments Global Equity Pool and the Russell Investments Fixed Income Pool.

  • Global Income Balanced offers a more conservative mix, with 40% equities and 60% fixed income.
  • Global Balanced features a strategic allocation of 60% equities and 40% fixed income, providing a balanced approach to growth and stability.
  • Global Equity Balanced is designed for growth-oriented investors, with 80% allocated to equities and 20% to fixed income.

All portfolios harness the expertise of institutional asset managers, each with specialized investment styles, to deliver broad diversification and professional oversight in a single, turnkey solution.

Why this approach?

Why Balanced?

Balanced portfolios provide investors with diversifying investments. By blending equities and bonds, which have historically exhibited low correlations into a single solution, these mutual funds 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

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Solutions

Our three Global Balanced solutions offer a variety of different risk profiles from 40% to 80% Global equity. The have access to leading edge, specialist managers that actively invest in multiple fixed income sectors, and have complementary equity investing styles.

Global Income Balanced
Global Equity 40%, Fixed Income 60%
Global Balanced
Global Equity Balanced
Global Equity 80%, Fixed Income 20%

Three reasons to invest

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Investment 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.
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Competitive cost

These portfolios combine Russell Investments Global Equity Pool and Russell Investments Fixed Income Pool to create multi-manager portfolios diversified not just by sub-adviser, but also by investment styles. Because of Russell Investments’ capabilities to deliver effective solutions, these simple, yet unique portfolios have a very competitive cost.

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Impressive 20+ year track record

Russell Investments Global Equity Pool and Russell Investments Fixed Income Pool are both actively managed, multi-manager Pools launched in 2001, delivering strong investment outcomes².

Related materials

1 Source: World stocks represented by MSCI World Stocks Index (as of December 31, 2023)

2 The future performance of Russell Investments Global Income Balanced, Global Balanced and/or Global Equity Balanced may be different than the future performance of the underlying funds. Mutual funds investing and performance is not guaranteed.

The name of the above Fund(s) are preceded by "Russell Investments."

Sub-advisers are current as of today’s date, unless stated otherwise. For a list of current sub-advisers, please call 888-509-1792.

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.

Diversification and strategic asset allocation do not assure a profit or protect against loss in declining markets. Positioning strategies are customized exposures directly managed by Russell Investments for use within the total portfolio. Used in conjunction with third party active managers, positioning strategies allow our portfolio managers to seek excess return and manage portfolio risk by giving them the ability to fully reflect our strategic and dynamic insights with integrated liquidity and risk management.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

As with all mutual funds, investment in this mutual fund contains risks that may make it unsuitable for you, depending on your investment objectives and risk tolerance. If the fund does not perform as intended, you may experience a loss of part or all of your principal invested. Please read the prospectus of this fund for a detailed description of the risks involved in this investment.

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First used: April 2024. Updated June 2025. RETAIL-04089