Any opinion expressed, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
All data as of 31 December 2020 unless otherwise noted.
1 Source: Russell Investments. For Illustrative purposes only. Any forecast, projection or target is indicative only and not guaranteed in any way. Impact from 31 December 1978 to 31 December 2020. Based on a typical U.S. multi-asset portfolio consisting of 2.5% total cash (1.5% U.S. equity, 2.0% International equity and 1.5% fund cash) vs. a pro-rated target of 40% Russell 3000, 20% MSCI ACWI ex-U.S., 40% Bloomberg U.S. Aggregate.
2 Risk reduction as measured by decrease in tracking error between the portfolio with and without the Overlay programme relative to the Strategic asset allocation.
Source: Russell Investments. Based on a 10-year composite of Russell Investments’ policy implementation clients.
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