Russell Investments Master Trust - iQ Retirement - High Growth
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101042-2024-07-19-02:47.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | TRM0035AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The option is typically fully exposed to a diversified option of growth investments. |
INVESTMENT PROFILE | The Option seeks to earn a return after costs and tax, exceeding CPI by 4.5% p.a., measured over rolling 5 year periods. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 01-04-2005 |
BENCHMARK | N/A |
FUND SIZE | N/A |
DISTRIBUTION FREQUENCY | N/A |
NO. OF HOLDINGS | |
FEES | 0.69% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing with iQ RetirementThe Diversified options provide fully implemented investment solutions, which combine a range of investment managers across an array of asset classes. The benefits of investing in the Diversified options are:
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RISK LEVEL | Risk level Short term: High Long term: Low |
INVESTOR SUITABILITY | Investor suitabilitySuitable for members, who are seeking to build wealth over the long term and are willing to accept the possibility of negative returns over the shorter term. |
Risks
Title | |
Detail |
Key Features
About the FundThe Diversified options provide exposure to:
The Diversified options are uniquely positioned to take advantage of Russell Investments' outcome-oriented, open architecture, multi- style, multi-manager investment approach. About iQ RetirementiQ Retirement offers members a flexible way to make the most of their money in the years leading up to retirement, and importantly, maximise their savings once retired. iQ Retirement offers:
For those over preservation age and still working, iQ Retirement may be used as part of a transition to retirement strategy or, if retired, the Pension Account can be used to pay a regular income. |
Mandate
How we invest your moneyTypically fully exposed to a diversified portfolio of growth investments. May be exposed to derivatives. Asset allocation
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