Source: Russell Investments, as at December 2023. All fund performance is net of fees, Private Clients of Blevins Franks Wealth Management may incur other fees, such as Platform or Advisory fees. All returns are simulated annual returns based on weighted average of the performance of the funds (net of fees). Before launch of the mandates, static weights (as at September 2013) were used to calculate performance. For additional information on assumptions used please contact Russell Investments.

All information contained in this report is correct at the time of production, is strictly for illustrative purposes only, and does not constitute investment advice. This report is designed for use by the financial adviser to assist in making a personal recommendation or managing investments for the underlying client. Simulated past performance data is presented for illustrative purposes. Past performance does not predict future returns and the value of your investments may fluctuate and is not guaranteed. You may not get back the amount originally invested.

The scenarios presented are an estimate of future performance based on evidence from the past on how the value of this investment varies, and/or current market conditions and are not an exact indicator. What you will get will vary depending on how the market performs and how long you keep the investment/product.  

M-01372/31-Jan-2024