Russell Investments Classic Plus Model Portfolios Range

GROWTH

Customised for growth in a single investment decision.

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Investor benefits

Risk profiled

Allocated across our funds according to a particular risk profile.

Research driven

Forecasted risk and returns over 10 years, based on research driven capital market assumptions.

Track record

Proven to deliver within the expected risk return parameters in 95% of time periods.

Reporting

A monthly investment update including market outlook, reporting packs, factsheets and fund information.

Classic Plus Model Portfolio Range reporting

Fund factsheets

Fund information

Adviser solutions - allocations and charges

Resources

Service brochure

A guide to Russell Investments' Classic Plus Model Portfolio Service.

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Performance allocations

Performance data of all ten Russell Investments' Classic Plus Model Portfolios for different periods.

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Value of staying invested tool

Although the markets might return a loss in difficult years, this tool shows the returns a client could have experienced had they stayed invested.

Show your clients the inter-link between risk and return. This tool uses modelling techniques to predict the best and worst return you could expect from each of the portfolios in the Russell Investments Model Portfolio range.

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DIVERSIFICATION

Manager breakdown tool

See the underlying holdings in your portfolio at a manager level, demonstrating the diversification built-in to our multi-asset, multi-manager funds.

Download the tool

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.

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, and the International Growth Assets Fund and the Sterling Growth Assets Fund are both at Risk 9.

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

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.

Past performance does not predict future returns.

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.

This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID/KID before making any final investment decisions.