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.
Russell Investments Classic Plus Model Portfolios Range
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.
- Model Portfolio performance one pager classic plus 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
- Capacity for Loss Guide
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.
View data sheet
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.
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Risk rated model portfolio tool
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
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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