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Russell Investments International Property Securities Fund - Hedged - Class A

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100320-2023-10-26-02:47.pdf
FUND MANAGER Russell Investment Management
ASX Code
APIR RIM0031AU
ASSET CLASS PROPERTY
INVESTMENT STYLE

The Fund invests predominantly in property trusts and property-related securities listed on stock exchanges in developed international markets. The Fund may also invest in securities which have exposure to properties in emerging markets. Foreign currency exposures are largely hedged back to Australian dollars.

INVESTMENT PROFILE

To provide a total return, before costs and tax, higher than the Fund’s benchmark over the long term by providing exposure to a diversified portfolio of predominantly international and Australian listed property securities, largely hedged into Australian dollars.

CURRENCY MANAGEMENT Hedged
INCEPTION DATE 27-03-2019
BENCHMARK FTSE EPRA/NAREIT Developed Real Estate Index Net TRI - $A Hedged
FUND SIZE FTSE EPRA/NAREIT Developed Real Estate Index Net TRI - $A Hedged
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 0.85% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the Russell Investments International Property Securities Fund - Hedged - Class A

Actively managed investment strategy

The Fund offers broad exposure to listed international property, with a hedge to minimise the impact of currency movements. The Fund's investment strategy is based on the same deep insights, high standards and stringent research we use working for many of the world's largest investors.

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 level

High

Investor suitability

Suitable for investors seeking property-like returns who have a long investment horizon. Investors must be willing to accept the possibility of negative returns over the short to medium term.

RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

The Fund holds a portfolio of global real estate securities listed on the stock exchanges of developed regions, and is managed by four global specialist REIT investment managers.

Fund strategy

The Fund invests predominantly in property trusts and property-related securities listed on stock exchanges in developed international markets. The Fund may also invest in securities which have exposure to properties in emerging markets. Foreign currency exposures are largely hedged back to Australian dollars.

About Russell Investment Management Ltd

With 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 money

Strategic Asset Allocation

The 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

  • Property trusts and property-related securities: 0%-100%
  • Cash: 0%-10%