Russell Investments Portfolio Series - Growth - Class A
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101380-2023-10-26-02:52.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | RIM0025AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 90% and defensive investments of around 10%. |
INVESTMENT PROFILE | The Fund aims to provide capital growth over the long term consistent with a portfolio focusing on growth assets, while accepting fluctuations in capital values in the short term. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 30-04-2002 |
BENCHMARK | Custom composite |
FUND SIZE | Custom composite |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.80% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Russell Investments Portfolio Series - Growth - Class A
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RISK LEVEL | High |
INVESTOR SUITABILITY | Suitable for investors who are seeking to build wealth over the long term and are willing to accept the possibility of negative returns over the short to medium term. |
Risks
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Detail |
Key Features
About the FundThe Fund typically invests in a diversified portfolio mix with exposure to growth investments of around 90% and defensive investments of around 10%. 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 money
The Fund typically
invests in a diversified portfolio mix with exposure to growth investments of
around 90% and defensive investments of around 10%. Derivatives may be used to implement investment strategies. Asset allocation
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