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 AActively 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 levelHigh Investor suitabilitySuitable 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 FundThe 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 strategyThe 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 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
|