Russell Balanced Fund
Investment Objective
To provide investors with medium term capital growth and some income through exposure to a diversified investment portfolio.
Investment Strategy
The Fund invests according to a 70/30 mix between growth and fixed interest investments. The Fund's investment strategy is implemented by investing in a combination of Russell Sector Funds corresponding to the Fund's asset allocation.
Strategic Asset Allocation
Asset allocation neutral position and ranges current as of June 2. For asset allocations prior to June 2 please use our online form to contact us.
Managers and Styles
Russell has appointed a select group of investment managers to fulfil specialist roles in this Fund. By combining these investment managers in a complementary fashion, the strategy aims to provide superior performance consistency.
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 2008) 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.
This fund was awarded the top ‘Highly Recommended’ rating in Lonsec’s 2007 Multi-Manager Review
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