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NSW, QLD, ACT & NT
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QUARTERLY REVIEW CENTRAL
QUARTERLY CLIENT REVIEW MATERIALS
Presenting the latest updates to your clients.
The following documents may be useful in helping your clients understand what happened this quarter in the markets and how their investments performed.
Please feel free to download these documents and use them separately or as a complete package for your clients.
Report templates
Client email text
Here is some sample email text you may wish to use if you will be emailing the quarterly review materials to your clients.
Cover page
You can use this page as the cover for your client review report. It is a Word document that allows you to add your logo and the specific client and fund details.
Russell updates and commentary
Russell in action
An update on how we are managing your clients' investments including latest manager meetings and research trips.
Market commentary
Global economies and markets are to us like the proverbial curate’s egg — good in parts.
Strategic tilting snapshot
A one page summary of our latest strategic tilting views.
Perspectives on Asia-Pacific
The Asia-Pacific region is experiencing a reacceleration of growth in 2013.
Fund information
Quarterly Fund Reviews (31 March 2013)
Russell Diversified Funds
- Russell Conservative Fund
- Russell Diversified 50 Fund
- Russell Balanced Fund
- Russell Growth Fund
- Russell High Growth Fund
Complete reports
Russell Conservative Fund – quarterly review pack
Complete pack of materials for investors in the Russell Conservative Fund.
Russell Diversified 50 Fund – quarterly review pack
Complete pack of materials for investors in the Russell Diversified 50 Fund.
Russell Balanced Fund – quarterly review pack
Complete pack of materials for investors in the Russell Balanced Fund.
Russell Growth Fund – quarterly review pack
Complete pack of materials for investors in the Russell Growth Fund.
Russell High Growth Fund – quarterly review pack
Complete pack of materials for investors in the Russell High Growth Fund.
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