Russell Investments announces management fee reductions

Toronto, ON, 2023-10-23 – Russell Investments announces management fee reductions

Russell Investments Canada Limited announced today that effective November 1, 2023, the management fees charged to each of Russell Investments Money Market Pool, Russell Investments Real Assets, Russell Investments Global Infrastructure Pool and Russell Investment Global Infrastructure Class in respect of some or all of its series of units or shares will be reduced to the new rates described in the chart below:

FundSeriesNew Management Fee
Russell Investments Money Market PoolB
E
F
0.40%
0.25%
0.15%
Russell Investments Real AssetsB
F, F-5
1.90%
0.90%
Russell Investments Global Infrastructure PoolB
F
1.95%
0.95%
Russell Investments Global Infrastructure ClassB
F
1.95%
0.95%

Similar reductions also will take effect for the Series O units or shares of the Funds.

“We continuously strive to provide Canadian investors with competitive solutions. These new fee reductions follow our recent change to lower purchase minimums to $500 for all retail funds,” said Brad Jung, president, Russell Investments Canada Limited and head of North America Advisor & Intermediary Solutions at Russell Investments. “As part of a well-diversified portfolio, we believe adding an allocation to alternatives, such as Real Assets and Global Infrastructure, can help to improve investment outcomes.”

 

About Russell Investments

Russell Investments Canada Limited is a wholly owned subsidiary of Russell Investments Group, Ltd. Established in 1985, Russell Investments Canada Limited has its head office in Toronto.

Russell Investments is a leading global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 86-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has more than C$394.6 billion in assets under management (as of 9/30/2023) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world, including New York, London, Toronto, Tokyo, and Shanghai.

Not for distribution to U.S. newswire services or dissemination in the United States.

This site uses cookies to offer you a better browsing experience. A cookie is a small text file that a website places on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences, so you do not have to keep re-entering them whenever you come back to or browse this site. Click here for a list of cookies and a description of how they’re used. The cookie-related information is not used to identify you personally. These cookies are not used for any purpose other than those described here.

Nothing in this publication is intended to constitute legal, tax securities or investment advice, nor an opinion regarding the appropriateness of any investment nor a solicitation of any type. This is a publication of Russell Investments Canada Limited and has been prepared solely for information purposes. It is made available on an "as is" basis. Russell Investments Canada Limited does not make any warranty or representation regarding the information.

We will provide our publications in alternative formats, upon request, in a timely manner, depending upon document specifications (e.g. length of document, format required).

Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

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.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

Products and services described on these websites are intended for Canadian residents only. Information on these sites should not be considered a solicitation to buy or an offer to sell a security to any person.

© Russell Investments Canada Limited 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.