Russell Investments Conservative Fund - Class A
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100313-2023-10-26-02:44.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | RIM0002AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 30% and defensive investments of around 70% |
INVESTMENT PROFILE | To provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth oriented assets. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 31-10-2000 |
BENCHMARK | Custom composite |
FUND SIZE | Custom composite |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.62% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Russell Investments Conservative Fund - Class AExpertise in multi-asset solutions Many of the world's leading organisations depend on our expertise to help build long-term financial security for their business and their employees. Our funds are managed by our global multi-asset team with a robust track record. The team has spent decades refining our approach to multi-asset investing, both through empirical research and direct observation. When you invest in one of our funds, you gain access to all of this experience and expertise. Deep global insights The majority of investment opportunities reside outside of Australia. We operate a global business with specialists in the major markets around the world. We value local knowledge, building a dedicated team of over 300 professionals in 21 countries. We base our portfolio managers and manager researchers in the markets in which they work allowing them to better understand their portfolios, enabling quicker and more decisive action. Best of breed approach Embedded within our funds is an open architecture selection process, scouring the globe for investment opportunities, wherever they reside. Our analysts seek to identify superior investment manager talent through a proprietary research process based on objective analysis. This includes monitoring more than 4,000 investment manager firms. We combine decades of consulting experience, proprietary analytics and our renowned manager research to bring the optimal combination of managers in each asset class. Risk levelLow Investor suitabilitySuitable for investors who do not have a long investment horizon and whose most important consideration is having a low chance of a negative return over this horizon. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
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Key Features
About the FundThe Russell Conservative Fund is an investment option that invests in predominantly defensive assets. The Fund aims to provide your clients with stable returns over the long term. Fund strategyThe Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 30% and defensive investments of around 70%. Derivatives may be used to implement investment strategies. About Russell Investment Management LtdWith more than 80 years of experience, Russell Investments is a global investment manager, dedicated to helping investors reach their long-term goals. Russell Investments offers investment solutions in 31 countries and manages A$392.4 billion in assets (as of 30 June 2018). Russell Investments specialises in multi-asset solutions, scouring the globe for investment strategies, managers and asset classes to deliver to its clients around the world. Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world's major financial centres such as New York, London, Tokyo and Shanghai. For more information about how Russell Investments helps to improve financial security for people, visit https://russellinvestments.com/au. RIM may appoint one or more different money managers (including other members of Russell Investments) (each an "investment manager) to manage some or all of the assets of the Fund. |
Mandate
How we invest your moneyStrategic Asset AllocationThe Strategic Asset Allocation (SAA) is the starting point for all asset allocation decisions. We may adjust a Russell Investments Sector Fund's SAA (within the ranges specified in the PDS) at any time without notice to you. We may also adjust the actual exposure to a particular asset class within the ranges specified in the PDS for each Fund. Asset allocation ranges
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