Russell Investments Portfolio Series - Balanced - Class A
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101379-2024-04-07-02:45.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | RIM0024AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 70% and defensive investments of around 30%. |
INVESTMENT PROFILE | The Fund aims to provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of predominantly growth oriented assets and some defensive assets. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 30-04-2002 |
BENCHMARK | Custom composite |
FUND SIZE | Custom composite |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.75% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Russell Investments Portfolio Series - Balanced - Class A
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RISK LEVEL | High |
INVESTOR SUITABILITY | Suitable for investors who are seeking to build wealth over the medium to long term and are willing to accept the possibility of negative returns over the shorter term. |
Risks
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Detail |
Key Features
About the FundThe Fund aims to provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of predominantly growth oriented assets and some defensive assets. About Russell Investment ManagementWith more than 80 years of experience, Russell Investments is a global investment manager, dedicated to helping investors reach their long-term goals. Russell Investments offers investment solutions in 31 countries and manages over A$420 billion in assets (as of 30 June 2019). Russell Investments specialises in multi-asset solutions, scouring the globe for investment strategies, managers and asset classes to deliver to its clients around the world. Headquartered in Seattle, Washington, Russell Investments operates globally with 22 offices, providing investment services in the world's major financial centres such as New York, London, Tokyo and Shanghai. For more information about how Russell Investments helps to improve financial security for people, visit https://russellinvestments.com/au. RIM may appoint one or more different money managers (including other members of Russell Investments) (each an "investment manager) to manage some or all of the assets of the Fund. |
Mandate
How we invest your moneyThe Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 70% and defensive investments of around 30%. Derivatives may be used to implement investment strategies. Asset allocation
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