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Russell Investments

Portfolios

Portfolio composition geared towards investors' goals

Our income, balanced and multi-asset portfolios offer unique investment combinations that can help investors reach their investment goals. Whether an investor is seeking a responsible level of income at or near retirement, is looking for a portfolio comprised of traditional equities and bonds, or wants a diverse mix of asset classes and styles, our portfolios are designed to support investors' long- and/or short-term goals.

Income portfolios

Providing potential for income and growth

Income portfolios are designed to provide a steady stream of income and include allocations to real assets, which typically have higher dividend yields. Suitable for investors with low or low-medium risk tolerances, each portfolio has a focus on North American equities and is available at various distribution options.

Global Balanced

Sophistication made simple

These Global Balanced solutions combine Russell Investments Global Equity Pool and Russell Investments Fixed Income Pool to create multi-manager portfolios with varying risk profiles. Simple, yet sophisticated, they leverage our proven manager research process to access institutional asset managers that specialize in different investment styles, at a very competitive cost.

Accumulation portfolios

Diversified portfolios to build wealth

Accumulation portfolios are designed to help investors with varying risk profiles build wealth within their comfort zones. Each portfolio offers a unique range of equities and fixed income using smart-beta mandates in more efficient markets. With a focus on North American equities, they also include exposure to smaller capitalization companies.

Multi-asset portfolios

Multi-asset portfolios with a global focus

Multi-Asset portfolios offer broad diversification across traditional and non-traditional asset classes, including real assets. Each portfolio has a global focus, exposure to smaller capitalization companies and uses a mix of active and smart-beta mandates.