Russell Investments Balanced Fund
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.
The 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.
Russell Investments Management Limited (Russell Investments), a global asset manager, is one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments provides solutions for institutional investors, financial advisers and individuals working with their advisers – using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures – to help each achieve their desired investment outcomes. Russell Investments has AUD$397 billion in assets under management (as at 30 September 2018) and works with more than 2,500 institutional clients, distribution partners and individual investors globally. Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world’s major financial centres such as London, Paris, Amsterdam, Sydney, Tokyo, Shanghai, Toronto and New York.
The performance of your investment is measured after taxes and fees within this tax paid fund.
|Net performance* (%)||1 mth||3 mth|
|Russell Investments Balanced Fund||-0.87||1.12|
*As at 31 May 2019
|Min %||Max %|
|Cash and fixed interest||10||50|