Risk-rated model portfolios services

Russell Investments offer two model portfolio services. They consist of ten risk-rated model portfolios, based on underlying building blocks so advisers can customise solutions for clients with more complex investment needs. They are fully diversified, multi-asset, multi-managed products.

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Model portfolio services

A range of risk-rated portfolios to suit different client needs.

Classic Model Portfolio Range

Ten risk-rated portfolios based on underlying building blocks allowing advisers to customise solutions for clients.


Learn about the Classic Model Portfolio Range

Classic Plus Model Portfolio Range

Ten risk-rated portfolios based on underlying building blocks with the added benefit of Russell Investments Multi Asset Growth Fund I.

Learn about the Classic Plus Model Portfolio Range

 

Defaqto rated

Responsible investing and ESG

Russell Investments has widened the Defaqto assessments on a number of funds.

The Multi Asset Growth range funds have been fully Risk Rated by Defaqto. The Multi Asset Growth Fund I has received a Risk Rating of 3, Multi Asset Growth Fund II a Risk Rating of 4, Multi Asset Growth Fund III a Risk Rating of 5, Multi Asset Growth Fund IV a Risk Rating of 6, and, Multi Asset Growth Fund V a Risk Rating of 8.

In addition this Range of funds has achieved a 4 Diamond Rating in the Defaqto 2020 Risk Targeted Fund Family Rating classification.

The funds that make up the model portfolios have also been Risk Rated by Defaqto. The Defensive Assets Fund at Risk 2, the Real Assets Fund at Risk 6, the International Growth Assets Fund at Risk 8, and, the Sterling Growth Assets Fund at Risk 9.

Defaqto is an independent financial information business, helping financial institutions, advisers and consumers make better informed financial decisions.

Ready to take the next step? We're here to help.

For questions, contact Jacob:

Jacob
Rowe
 
/ ASSOCIATE REGIONAL DIRECTOR
UK DISTRIBUTION AND PARTNERSHIPS

44 (0) 20 7024 6600

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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. You may not get back the amount originally invested.

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