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 28/2/2021
|1 Month||3 Months||1 Year||3 Years||5 Years||Since Inception|
|Russell Investments Global Opportunities Fund||31/12/2004||3.02%||5.60%||11.95%||9.54%||12.54%||8.55%||Download|
|Russell Investments Global Opportunities Fund $NZ Hedged||31/3/2005||3.98%||8.57%||25.51%||9.01%||14.06%||9.48%||Download|
|MSMM Global Real Estate Securities Fund $NZ Hedged||23/12/2005||3.18%||2.86%||-11.80%||4.29%||2.94%||2.92%||Download|
|Russell Investments Emerging Markets Fund||30/4/2007||1.07%||8.90%||15.30%||5.45%||13.54%||6.14%||Download|
|Russell Investments Global Listed Infrastructure Fund||2/11/2017||0.60%||-0.56%||-3.25%||5.60%||-||3.39%||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|