Z SERIES BY RUSSELL INVESTMENTS
Z Series Managed Growth Fund
The Z Series Managed Growth Fund was first launched as a wholesale superannuation portfolio in 1979, making it one of the oldest managed funds in Australia that is still open for investment. Over this extensive period, the fund has continued to deliver competitive returns for investors.
Overview
The Z Series Managed Growth Fund invests in a mix of Australian and international shares, fixed interest securities, listed property securities, alternatives, infrastructure, convertible bonds and cash. The Fund is designed to reduce investment risk by diversifying across asset classes.
The Fund aims to:
- provide investors with capital growth over the medium to long term, through exposure across a range of asset classes
- achieve CPI+2.5% p.a. over rolling five-year periods before fees and taxes.
Russell Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Active management of the tactical positions around this, using a combination of top-down and bottom-up inputs, can also provide the opportunity to enhance returns. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes.
About the manager
The Z Series Managed Growth Fund is managed by the investment team at Russell Investments.
We believe that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. The team is supported by sector specialists from across the major asset classes.
The strategic investment partners for each underlying asset class for the fund are as follows: