FUNDS

Put the world's leading managers to work for you, by accessing our comprehensive range of funds and strategies.

Portfolio Investment Entities

Global solutions for local investors.

The Russell Investments Portfolio Investment Entity (PIE) fund range provides core portfolio solutions covering major asset classes. The fund range is managed by 15+ subadvisors and includes both large institutional and boutique underlying managers and strategies that are not readily accessible to NZ investors.

Retail funds provided in partnership with Implemented Investment Solutions

FUND PDS Factsheet
FIXED INTEREST
Russell Investments NZ Fixed Interest Fund Download Download
Russell Investments Global Fixed Interest Fund Download Download
EQUITIES
Russell Investments NZ Shares Fund Download Download
Russell Investments Global Shares Fund Download Download
Russell Investments Hedged Global Shares Fund Download Download
Russell Investments Sustainable Global Shares Fund Download Download
Russell Investments Hedged Sustainable Global Shares Fund Download Download
ALTERNATIVES
Russell Investments Global Listed Infrastructure Fund Download Download

Our Institutional funds

we have a broad range of funds open to institutional investors, a selection of these are available below.

Fund Inception Date Performance (p.a.)
As of 31/5/2022
PDS
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Equities
Russell Investments Global Opportunities Fund 31/12/2004 0.87% -0.77% 3.80% 12.32% 11.20% 8.76% Download
Property
MSMM Global Real Estate Securities Fund $NZ Hedged 23/12/2005 -5.64% -2.76% 5.01% 2.45% 5.29% 3.65% Download
Fixed Income
Russell Investments Global Bond Fund 3/2/2010 -0.54% -5.20% -7.09% 0.83% 2.13% 5.06% Download
Russell Investments Global High Yield Fund 1/2/2018 -0.92% -5.10% -6.28% 2.56% - 2.45% Download
Responsible Investing
Russell Investments Low Carbon Global Shares Fund 10/10/2017 -0.40% -2.66% 3.20% 12.16% - 10.43% Download

 

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