Russell Investments Growth Fund

Investment objective

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.

Investment strategy

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.

Investment manager

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.

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Unit price

Russell Investments Growth Fund Unit Price History

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Past performance is not a reliable indicator of future performance.

Performance

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	3 yrs
Net return* (%)	2.33%	3.19%	7.06%	13.88%	8.18%	4.13%

^{Past performance is not a reliable indicator of future performance.

(*As at 30/11/2024)}

Key features

Key features
APIR code	OVS2349AU
Risk level	5 – medium to high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	0.97% p.a.
Recommended minimum investment period	Five years

Target asset allocation

Benchmark asset allocation
Cash	1%
Fixed income	26%
Defensive alternatives and other	5%
Total defensive assets	32%

Australian shares	28%
Global shares	28%
Listed property securities	4%
Growth alternatives and other	8%
Total growth assets	68%