Risk-rated model portfolios
Russell Investments’ ten risk-rated model portfolios are based on underlying building blocks so you can customise solutions for clients with more complex investment needs. They are fully diversified, multi-asset, multi-managed products.
Model Portfolios
Customised for growth in a single investment decision
- Allocated across our funds according to a particular risk profile
- Forecasted risk and returns over 10 years, based on research driven capital market assumptions.
- Proven to deliver within the expected risk return parameters in 95% of time periods.
Reporting
Russell Investments’ reporting packs have been created to reflect the great work you do and the sophistication of our investments – all in one easy-to-use document.
- Model Portfolio performance one pager
- Secure Portfolio reporting pack
- Cautious Portfolio reporting pack
- Conservative Portfolio reporting pack
- Moderate Portfolio reporting pack
- Balanced Portfolio reporting pack
- Progressive Portfolio reporting pack
- Adventurous Portfolio reporting pack
- Growth Portfolio reporting pack
- Aggressive Portfolio reporting pack
- Aggressive Plus Portfolio reporting pack
- Model Portfolio performance one pager classic allocations
- Secure Model Portfolio reporting pack
- Cautious Model Portfolio reporting pack
- Conservative Model Portfolio reporting pack
- Moderate Model Portfolio reporting pack
- Balanced Model Portfolio reporting pack
- Progressive Model Portfolio reporting pack
- Adventurous Model Portfolio reporting pack
- Growth Portfolio reporting pack
- Aggressive Model Portfolio reporting pack
- Aggressive Plus Model Portfolio reporting pack
Tools
Use our interactive tool to help bring your client meetings to life.
Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of your investments may fluctuate. Results achieved in the past do not offer any guarantee for the future.