Russell Investments Managed portfolio - Geared 120

Combines the power of gearing with the benefits of a managed portfolio

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What is it?

An actively managed geared Managed Portfolio without the complexities. With borrowing done inside the portfolio, there are no loan agreements, and no margin calls for your clients.

 
 

Benefits

Strong performance

Strong performance

12.59% p.a. return over two years to 31 January 2025.*

Hassle free gearing

Hassle free gearing

Available inside or outside super, no complex loan agreements or margin calls.

Easy to access

Easy to access

Available on CFS Edge, Netwealth, AMP North, Hub24 and Praemium.

 

About the portfolio

The portfolio aims to provide capital growth over the long term, consistent with a portfolio focusing solely on growth assets, while accepting fluctuations in capital values in the medium term. The portfolio typically has exposure to growth investments of around 120% as the allocation to geared investment strategies will generally be 20% of the portfolio.

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Who is it for?

Accumulators

Accumulators

  • Time frames: 30+ years until retirement
  • Objective: Build substantial superannuation to fund an ideal retirement lifestyle
  • Strategy: High growth investments within superannuation
  • Solution: A geared managed account designed to boost growth potential with a mix of assets and leverage.

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Retirees

Retirees

  • Time frames: 20+ years in retirement
  • Objective: Fund an ideal lifestyle in retirement
  • Strategy: Bucket 1 for immediate needs, Bucket 2 for steady income, and Bucket 3 for long-term growth
  • Solution: Bucket 3 for long-term growth, utilising a geared product to grow investments over the long term to replenish the other buckets.

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Featured Article Gearing 101: Borrowing to increase exposure, and amplify returns

Gearing involves borrowing to increase your investment exposure in order to amplify potential returns. Used over the long term, it can be a great strategy to generate more capital gains and income for clients.

Read more
Gearing 101

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Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

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