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.
Model portfolio services
Classic Model Portfolio Range
Ten risk-rated portfolios based on underlying building blocks allowing advisers to customise solutions for clients.
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.
Defaqto rated
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.
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For questions, contact Jacob:
Jacob
Rowe
/ ASSOCIATE REGIONAL DIRECTOR
UK DISTRIBUTION AND PARTNERSHIPS
Potential investors in Emerging Markets should be aware that investment in these markets can involve a higher degree of risk.
Applications for shares in the fund are subject to the terms and conditions set out in the fund’s prospectus, Key Investor Information Document (KIID), memorandum and articles of association. Investors and potential investors are advised to read these documents (and in particular the risk warnings), as well as the further information contained in the annual and half-yearly reports before making an investment.
Please refer to the prospectus of the relevant [UCITS or AIF or EuSEF or EuVECA] and/or Information document of the relevant [AIF/EuSEF/EuVECA], and (where relevant) to the [KIID/KID] before making any final investment decisions.