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Private Series

Russell private investment series

The Russell Private Investment Series is suitable for both self-managed super funds and high net worth investors looking to invest their non-super money.

As a financial planner advising Australia's growing SMSF sector, RPIS allows you to emulate very large investors by investing directly in Russell's award-winning multi manager funds.

The Russell Private Investment Series may also suit high net worth clients that don't need the functionality of a master trust or wrap account but are looking to access a range of institutional-quality multi-manager funds.

The Private Investment Series offers a wide selection of investment choices, including five diversified and nine sector funds - all offered to your clients at wholesale prices.

Benefits for you and your clients

• Choice: Clients have access to a full range of our diversified and sector funds. These are traditionally only available to our largest corporate investors.
• Cost-effectiveness: Fees are usually reserved for wholesale investors.
• Flexibility: You have the flexibility to use these funds with your clients' existing portfolios.
• Confidence: You can relax knowing that your clients' funds are being managed by us.

Product Features

• Functionality: direct debit; adviser fees (upfront & ongoing); regular withdrawals - ideal for clients in pension phase.
• Reporting: Transaction and distribution statements; annual & quarterly reporting.
• Investment funds: 5 x Diversified Funds; 9 x Sector Funds.
• Supporting your business: 24 hour web access through RussellLINK; Technical information guides; data feeds via X-plan & Visiplan; BDM support.
• Service: "Russell Connect" - access to our highly experienced, dedicated adviser team.