Russell Conservative Fund
Investment objective
To aim to provide investors with an exposure to a diversified mix of predominantly defensive assets and some growth orientated assets with low volatility.
Investment strategy
This Fund typically invests in a diversified portfolio mix with exposure to 30% growth and 70% defensive investments. Derivatives may be used to implement investment strategies.
Asset allocation neutral position
Asset allocation neutral position and ranges current as of 1 August 2009. Note that the Neutral Position can change at any time without prior notice. For asset allocations prior to 1 August 2009 please use our online form to contact us.
Managers and styles
Detailed profiles are available for the managers in the Russell Funds. To read these profiles, please go to the relevant Fund in the Sector Funds section.
^The Lonsec Limited ("Lonsec") ABN 56 061 751 102 rating (assigned February 2009) presented in this document is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.
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