Russell Investments Balanced Fund – Class A
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101235-2024-03-29-02:29.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | IOF0138AU |
ASSET CLASS | INVESTMENT BONDS |
INVESTMENT STYLE | The Option provides exposure to a diversified mix of predominantly growth oriented and some defensive assets. |
INVESTMENT PROFILE | The Option aims to provide returns over the medium to long term, with moderate to high volatility. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 31-10-2000 |
BENCHMARK | Russell Balanced Index |
FUND SIZE | Russell Balanced Index |
DISTRIBUTION FREQUENCY | N/A |
NO. OF HOLDINGS | |
FEES | 1.18% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in KeyInvest Life Events BondsTax effective
Simplicity and ease of use
Flexibility and choice
Certainty in Estate Planning
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RISK LEVEL | High |
INVESTOR SUITABILITY | Suitable for investors who are seeking to build wealth over |
Risks
Title | |
Detail |
Key Features
About KeyInvest Life Events BondsThe KeyInvest Life Events Bond is a tax effective Investment designed to assist you in planning for life's major events without effecting your personal tax liability. Your investment can be accessed at any time without restriction and may be an ideal solution for:
The tax on Investment Earnings of the LEB are paid by KeyInvest rather than by the LEB Owner. The LEB puts you in control of who receives the proceeds of your investment. You can transfer the LEB to a child on a date selected by you, or can nominate specific Beneficiaries to receive your investment upon your death. Proceeds from your LEB are paid to Beneficiaries or your estate tax free. You can access your money at any stage by lump sum withdrawals or a Regular Withdrawal Plan (RWP). Investment choiceKeyInvest has selected a range of Investment Options so that you have choice to:
In addition KeyInvest allows you further choice with:
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Mandate
How we invest your moneyThe underlying assets are typically invested in a diversified portfolio mix consisting of approximately 70% growth investments and approximately 30% defensive investments. Derivatives may be used to implement investment strategies. Asset allocation
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