Income portfolios
Providing potential for attractive yield and capital growth
What are income portfolios?
Income-oriented portfolios are designed for investors at or near retirement, seeking a responsible level of income and growth in a risk-controlled manner.
Russell Investments income portfolios aim to provide investors with an attractive yield comprised of interest income, dividends and foreign income. A secondary objective is growth of capital over the long term. To pursue these objectives, the asset allocation of the portfolios can be tilted toward short or medium-term opportunities to enhance yield, growth, or defensive characteristics.
Income-Oriented Solutions
Why consider Russell Investments income portfolios?
MULTI-MANAGER ACCESS
Our income portfolios invest in different underlying funds to get access to different asset classes. Within these funds we source "best-in-class” managers through our rigorous manager research process. The asset allocation set by our team often emulates some of the world’s largest pension plans, and includes alternative asset classes, like real assets.
HIGH CONVICTION
We combine a wide range of strategies into an efficient and cost-effective solution designed to evolve with the markets.
DIVERSIFIED APPROACH
We use a comprehensive and well-diversified approach designed to help investors reach their investments objectives with greater certainty.
Income portfolio solutions
Our income portfolios are designed to provide a steady stream of income while minimizing risk. Suitable for investors with low or low-medium risk tolerances, each portfolio is available at various distribution options.
The investment objective of Conservative Income is to provide income and some long-term capital growth primarily through exposure to Canadian fixed income investments, foreign fixed income investments and equity securities.
It has a target asset allocation of 80% fixed income exposure and 20% equity and real assets exposure. The equity exposure is roughly 30% Canadian equities, and 70% foreign equities.
Conservative Income
The investment objective of Income Essentials is to provide income and some long-term capital growth primarily through investments in and exposure to fixed income securities and, to a lesser extent, Canadian and foreign equity securities, either directly or through investments in other mutual funds.
It has a target asset allocation of 56% fixed income exposure and 44% equity and real assets exposure. The equity exposure is roughly 20% Canadian equities, and 80% foreign equities.
Income Essentials
This investment objective of Diversified Monthly Income is to provide income and long-term capital growth primarily through exposure to Canadian and foreign equity securities and, to a lesser extent, exposure to fixed income investments by investing primarily in other mutual funds, and to pay a monthly distribution (which will at times include a return of capital) to investors.
It has a target asset allocation of 35% fixed income exposure and 65% equity and real assets exposure. The equity exposure is roughly 20% Canadian equities, and 80% foreign equities.
Diversified Monthly Income
All fund names are preceded with "Russell Investments".
Related materials
