Russell Investments Multi-Asset Income Strategy Fund
|Fixed income in 2023: Is a renaissance coming?|
About this Fund
|FUND MANAGER||Russell Investment Management|
|INVESTMENT STYLE||The Fund invests across a range of asset classes, including equities, fixed income and alternatives.|
|INVESTMENT PROFILE||The Fund seeks to provide a return (after fees and costs) of 2.0% p.a. above inflation over the short to medium term, with a focus on income and risk management.|
|CURRENCY MANAGEMENT||Active management|
|NO. OF HOLDINGS|
Benefits of investing in the Russell Investments Multi-Asset Income Strategy 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:
Suitable for investors who require income and whose most important consideration is having a low chance of a negative return.
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 2% pa above inflation over the short to medium term with a focus on income and 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:
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