Russell Investments Master Trust - iQ Retirement - Listed International Property Securities
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101043-2024-04-07-02:44.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | TRM0040AU |
ASSET CLASS | PROPERTY |
INVESTMENT STYLE | The option invests predominantly in property trusts and property-related securities listed on stock exchanges in developed international markets. |
INVESTMENT PROFILE | The Option seeks to earn a return above Benchmark, before tax and after costs, over rolling 5 year periods. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 01-07-2007 |
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 | N/A |
NO. OF HOLDINGS | |
FEES | 0.72% 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: Very High Long term: Low |
INVESTOR SUITABILITY | Investor suitabilitySuitable for members seeking property-like returns who have a long investment horizon. Members must be willing to accept the possibility of negative returns over the shorter term. |
Risks
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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 moneyPredominantly exposed to property trusts and property-related securities listed on stock exchanges in developed international markets. May also be exposed to securities which have exposure to properties in emerging markets. Underlying foreign currency exposures are largely back to Australian dollars.
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