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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 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.
Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 yr||2 yrs|
|Net return* (%)||-1.48%||-2.03%||-3.36%||0.23%||6.71%|
Past performance is not a reliable indicator of future performance.
(*As at 30/04/2022)
|Risk level||4 – medium|
|Minimum initial investment||$500|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total estimated fees and costs||0.91% p.a.|
|Recommended minimum investment period||Five years|
|Asset class||Min %||Max %|
|Cash and fixed interest||10||50|