Disclosures: Annual Reports

Continuous disclosure

This is where we disclose information to meet our obligations under Section 675 of the Corporations Act 2001.

Annual reports

Under the Corporations Act 2001we are required to provide or make available to you a copy of the annual financial report, the annual directors’ report and the auditor’s report on the annual financial report ("Annual Report") for the Fund in which you are invested unless you request not to receive the Annual Report. Annual reports are only displayed on the website for the current period. If you would like to obtain a copy of an annual report for a prior year, please contact the Helpline for your product. 

View all annual reports in the blue section below.

Tax notices

Taxation notices for Subdivision 12-H of Schedule 1 to the Taxation Administration Act 1953. View Taxation Notices
Taxation notices are only displayed on the website for the current period for open funds. If you would like to obtain a copy of a taxation notice for a prior period or a closed fund, please contact 1800 458 272

Trustee Required Disclosure

Total Risk Management Pty Ltd (TRM), under s29QB of the Superannuation Industry (Supervision) Act 1993 is required to make certain documents publicly available. 

View required disclosure

Annual Financial Reports

Annual Financial Report: Russell Investments Ventura Growth 90 Fund

30/06/2025

Russell Investments Ventura Growth 90 Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Ventura High Growth 100 Fund

30/06/2025

Russell Investments Ventura High Growth 100 Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Ventura Diversified 50 Fund

30/06/2025

Russell Investments Ventura Diversified 50 Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Ventura Conservative Fund

30/06/2025

Russell Investments Ventura Conservative Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Ventura Growth 70 Fund

30/06/2025

Russell Investments Ventura Growth 70 Fund - Financial Statements for the current period.

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Russell Investments Sustainable Global Opportunities Fund (including the RGOS ETF class of units)

30/06/2025

Russell Investments Sustainable Global Opportunities Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Floating Rate Fund

30/06/2025

Russell Investments Australian Floating Rate Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Multi-Asset Factor Exposure Fund

30/06/2025

Russell Investments Multi-Asset Factor Exposure Fund - Financial Statements for the current period.

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Russell Investments Sustainable Global Opportunities Fund - $A Hedged

30/06/2025

Russell Investments Sustainable Global Opportunities Fund - $A Hedged - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Portfolio Series - Balanced

30/06/2025

Russell Investments Portfolio Series - Balanced - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Bond Fund

30/06/2025

Russell Investments Australian Bond Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Responsible Investment ETF

30/06/2025

Russell Investments Australian Responsible Investment ETF - Financial Statements for the current period.

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Annual Financial Report: Russell Investments After-Tax Australian Shares Fund

30/06/2025

Russell Investments After-Tax Australian Shares Fund (For superannuation investors) - Financial statements for the current period.

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Annual Financial Report: Russell Investments Australian Cash Fund

30/06/2025

Russell Investments Australian Cash Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Global Opportunities Fund

30/06/2025

Russell Investments Global Opportunities Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Shares Fund

30/06/2025

Russell Investments Australian Shares Fund - Financial statements for the current period.

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Annual Financial Report: Russell Investments International Shares Fund - $A Hedged

30/06/2025

Russell Investments International Shares Fund $A Hedged - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Diversified 50 Fund

30/06/2025

Russell Investments Diversified 50 Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments High Growth Fund

30/06/2025

Russell Investments High Growth Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Multi-Asset Growth Strategy Plus Fund

30/06/2025

Russell Investments Multi-Asset Growth Strategy Plus Fund (Formerly knowns as ‘PartnerShip Growth Fund’) - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Global Opportunities Fund - $A Hedged

30/06/2025

Russell Investments Global Opportunities Fund $A Hedged - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Shares Core Fund

30/06/2025

Russell Investments Australian Shares Core Fund (formerly known as Russell Investments Australian Shares Tracker Fund) - Financial Statements for the current period.

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Annual Financial Report: Russell Investments High Dividend Australian Shares ETF

30/06/2025

Russell Investments High Dividend Australian Shares ETF - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Conservative Fund

30/06/2025

Russell Investments Conservative Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Semi-Government Bond ETF

30/06/2025

Russell Investments Australian Semi-Government Bond ETF - Financial statements for the current period.

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Annual Financial Report: Russell Investments Growth Fund

30/06/2025

Russell Investments Growth Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Government Bond ETF

30/06/2025

Russell Investments Australian Government Bond ETF Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Global Listed Infrastructure Fund - Hedged

30/06/2025

Russell Investments Global Listed Infrastructure Fund Hedged- Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Opportunities Fund

30/06/2025

Russell Investments Australian Opportunities Fund - Financial statements for the current period.

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Annual Financial Report: Russell Investments Global Bond Fund

30/06/2025

Russell Investments Global Bond Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Select Corporate Bond ETF

30/06/2025

Russell Investments Australian Select Corporate Bond ETF - Financial statements for the current period.

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Annual Financial Report: Russell Investments Portfolio Series - Growth

30/06/2025

Russell Investments Portfolio Series - Growth - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Balanced Fund

30/06/2025

Russell Investments Balanced Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments International Shares Fund

30/06/2025

Russell Investments International Shares Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Multi-Asset Growth Strategy Fund

30/06/2025

Russell Investments Multi-Asset Growth Strategy Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Tax Effective Global Shares Fund

30/06/2025

Russell Investments Tax Effective Global Shares Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Multi-Asset Income Strategy Fund

30/06/2025

Annual Financial Report: Russell Investments Multi-Asset Income Strategy Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Emerging Markets Fund

30/06/2025

Russell Investments Emerging Markets Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments International Bond Fund - $A Hedged

30/06/2025

Russell Investments International Bond Fund $A Hedged - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Low Carbon Global Shares Fund

30/06/2025

Russell Investments Low Carbon Global Shares Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments International Property Securities Fund - Hedged

30/06/2025

Russell Investments International Property Securities Fund - Hedged - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Low Carbon Australian Shares Fund

30/06/2025

Russell Investments Low Carbon Australian Shares Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Low Carbon Global Shares ex Fossil Fuels Fund (formerly known as Russell Investments Sustainable Global Shares ex Fossil Fuels Fund)

30/06/2025

Russell Investments Low Carbon Global Shares ex Fossil Fuels Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Global Shares Index Fund

30/06/2025

Russell Investments Global Shares Index Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Extended Strategies Fund

30/06/2025

Russell Investments Extended Strategies Fund - Financial Statements for the current period.

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Annual Financial Report: Russell Investments Australian Shares Index Fund

30/06/2025

Russell Investments Australian Shares Index Fund - Financial Statements for the current period.

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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.

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.

© Russell Investments Group, LLC. 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.