Super flexibility

Simple access to sophisticated strategies

Our ten risk-rated model portfolios are based on underlying building blocks so you can customise solutions for clients with more complex investment needs. These are fully diversified, multi-asset, multi-managed products, proven to deliver within the expected risk return parameters in 95% of time periods.

Example allocation for a balanced portfolio


How the portfolios work

Using sophisticated modeling techniques, our Risk-rated model portfolios allocate assets across our funds according to a particular risk profile. The portfolios are actively managed to ensure they continue to match clients’ needs and are able to take best advantage of changing market conditions. The funds, and fund managers, are also regularly reviewed to ensure the portfolios continually represent the best investment talent available.

For each portfolio, we forecast future returns and risks over 10 years, based on our research-driven capital market assumptions.

Easy access to sophisticated strategies

Our portfolios are grouped into three main categories to help you select the ones that best reflect your client’s time horizon and appetite for risk.

Download our client-facing brochure to demonstrate the potential levels of risk and reward available.

The value of investments and the income from them can fall as well as rise and is not guaranteed. Your client may not get back the amount originally invested.

Tools you can use

Use this interactive tool to help bring your client meetings to life.



Risk-rated model portfolios tool
Examine the different risk return options of the Model Portfolios.

Get started

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 investments and the income from them can fall as well as rise and is not guaranteed. Your client may not get back the amount originally invested.


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