Fund Inception Date Performance (p.a.)
As of 31/10/2025
PDS
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Equities
Russell Investments Global Opportunities Fund 31/12/2004 2.75% 12.18% 25.81% 20.52% 18.04% 10.27% -
Fixed Income
Russell Investments Global Bond Fund 3/2/2010 0.55% 2.12% 5.21% 4.98% 0.20% 4.42% -
Russell Investments Global High Yield Fund 1/2/2018 0.26% 1.71% 7.62% 9.35% 5.04% 4.13% -

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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.