Fund Inception Date Performance (p.a.)
As of 30/6/2026
PDS
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Equities
Russell Investments Global Opportunities Fund 31/12/2004 3.74% 12.39% 31.36% 20.85% 14.71% 10.55% -
Fixed Income
Russell Investments Global Bond Fund 3/2/2010 0.47% 1.18% 1.66% 3.70% 0.03% 4.20% -
Russell Investments Global High Yield Fund 1/2/2018 0.30% 2.54% 5.95% 8.46% 3.30% 4.21% -

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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.