Russell Investments International Shares Fund – Class A
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101239-2024-03-29-02:29.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | IOF0136AU |
ASSET CLASS | INVESTMENT BONDS |
INVESTMENT STYLE | The Option provides exposure to a diversified portfolio of predominantly international shares. |
INVESTMENT PROFILE | The Option seeks to provide a total return before the deduction of costs and taxes higher than the UMF's Benchmark over the long term. |
CURRENCY MANAGEMENT | Active management, maximum 10% hedged |
INCEPTION DATE | 31-12-1997 |
BENCHMARK | Russell Developed Large Cap Index - Net |
FUND SIZE | Russell Developed Large Cap Index - Net |
DISTRIBUTION FREQUENCY | N/A |
NO. OF HOLDINGS | |
FEES | 1.34% 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 | 6 |
INVESTOR SUITABILITY | Suitable for investors seeking overseas share-like returns |
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 predominantly invested in a broad range of international shares. Underlying assets may also include emerging market equity securities. Derivatives may be used to obtain or reduce exposure to securities and markets, to implement strategies and to manage risk. Asset allocation
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