The Fund is diversified across a range of asset classes, including equities, fixed income and alternatives, with a dynamic approach to asset allocation

To provide a return (after fees and costs) of 5.0% p.a. above inflation over the long term, with a focus on risk management.

Benefits of investing in the Russell Investments Multi-Asset Growth Strategy Plus Fund

The Fund is managed by Russell Investments' global multi-asset team, which has a robust record in delivering long-term performance in multi-asset investing across traditional and alternative asset classes and strategies. As an adviser to some of the largest institutional investors in the world, we have spent decades refining our understanding of long-term market behaviour through empirical research and direct observation. When you invest, you gain access to all of this experience and expertise.

We follow a three-step process to create funds that seek to generate returns at an appropriate level of risk:

1. We design the optimal mix of investments based on our cutting-edge research into the expected behaviour of securities, markets and currencies, allocating assets strategically to optimise performance and achieve the funds' stated return objectives.
2. We construct portfolios to provide diversified exposures to traditional and non-traditional asset classes. In our search for managers, we look for best-in-class investment strategies from around the globe, giving the Fund access to global managers and strategies.
3. We manage short-term market impacts through dynamic asset allocation and other sophisticated overlays to best position the Fund for current and expected conditions. This means asset allocations can be quickly adjusted if the portfolio manager perceives the risks to be too high or when attractive new investment options appear, taking advantage of small windows of opportunity.

Risk level

Moderate to High

Investor suitability

Suitable for investors who are seeking to build wealth over the long term and are willing to accept the possibility of negative returns over the short to medium term.

About the Fund

The Fund is diversified across a range of asset classes, including equities, fixed income and alternatives, with a dynamic approach to asset allocation. The Fund aims to provide a return (after fees and costs) of 5.0% p.a. above inflation over the long term, with a focus on risk management.

Multi-asset investing is the process of gaining exposure to a globally diverse mix of asset classes or styles. Multi-asset may combine traditional securities, like stocks and bonds, with alternative approaches, like real estate or commodities.

At Russell Investments, we believe TRUE multi-asset investing requires key characteristics:

• An asset allocation that focuses on specific investor outcomes.

• Precise exposures, crafted from a wide and deep toolkit of asset classes, factors, styles and managers.

• Dynamic portfolio management.

How we invest your money

The Fund is diversified across a range of asset classes, including equities, fixed income and alternatives, with a dynamic approach to asset allocation.

Derivatives may be used to implement investment strategies.

Strategic asset allocation

• Australian shares: 0-70%

• International shares: 0-70%

• Fixed interest and cash: 5-95%

• Alternatives: 0-70%