Our open architecture approach incorporates best-of-breed asset manager strategies with the aim to achieve stronger risk-adjusted returns.
What can equity do for you?
Russell Investments offer a range of equity funds, including actively managed and factor-based solutions, both regional and global. We dynamically manage allocations using our proven investment strategy process, with the aim to achieve stronger risk-adjusted returns than can typically be achieved by a single active manager.
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 30/6/2021
|1 Month||3 Months||1 Year||3 Years||5 Years||Since Inception|
|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|
|MSMM Global Real Estate Securities Fund $NZ Hedged||23/12/2005||5.25%||9.96%||23.44%||5.34%||5.53%||3.89%||Download|
|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
|Russell Investments NZ Shares Fund||Download||Download|
|Russell Investments Global Shares Fund||Download||Download|
|Russell Investments Hedged Global Shares Fund||Download||Download|