Our open architecture approach incorporates best-of-breed asset manager strategies with the aim to achieve stronger risk-adjusted returns.
EQUITIES
| Fund | Inception Date | Performance (p.a.) As of 30/6/2021 |
PDS | |||||
|---|---|---|---|---|---|---|---|---|
| 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | Since Inception | |||
|
Equities
|
||||||||
| Russell Investments Global Opportunities Fund | 31/12/2004 | 4.46% | 7.33% | 33.54% | 13.44% | 15.81% | 9.31% | Download |
| Russell Investments Global Opportunities Fund $NZ Hedged | 31/3/2005 | 1.16% | 6.77% | 40.87% | 13.19% | 15.01% | 10.02% | Download |
|
Property
|
||||||||
| MSMM Global Real Estate Securities Fund $NZ Hedged | 23/12/2005 | 5.25% | 9.96% | 23.44% | 5.34% | 5.53% | 3.89% | Download |
|
Alternatives
|
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| Russell Investments Global Listed Infrastructure Fund | 2/11/2017 | -0.07% | 3.91% | 18.29% | 6.94% | - | 5.83% | Download |
Note: Class A is provided for institutional clients and Class B is available for retail funds.
Portfolio Investment Entities
Retail funds provided in partnership with Implemented Investment Solutions
Our world class Investments
Offering diversification, stability, and income potential. Our next generation of fixed income solutions takes advantage of global geographies, sectors, and third party specialists to further enhance your returns.
Our approach to managing money
We believe that the best way for investors to reach their desired outcomes is with a multi-asset approach, combining asset allocation, manager selection and dynamic portfolio management.
How to access the Russell Investments Funds
For institutional clients and retail investors, explore how you can access our funds. Change button to: Access funds
How to access
The Russell Investments New Zealand Funds are available through the below platforms.
Retail investors
Retail investors should contact their financial professional or platform operator on how to invest in Russell Investments’ funds.
Institutional investors
Please ensure you read the Fund PDS and the additional information that is referenced in the fund PDS. Then you must complete and sign the Application Form within the fund PDS.
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