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PORTFOLIO EMULATION

LOWER PORTFOLIO TURNOVER MEANS LOWER COSTS

Russell’s portfolio emulation service is designed to increase the efficiencies in your portfolio by tracking the returns of your selected underlying managers - saving you money.

The strategy focuses on reducing your aggregate portfolio turnover with only minimal dilution of each active manager’s stock exposures and positions.

The Tracker Strategy aggregates the net material stock positions of selected managers into a single centrally managed portfolio. The strategy is then regularly executed and rebalanced.

This gives you the benefits of:

• reduced turnover and fund costs
• improved execution of ideas in the aggregate portfolio
• improved tax efficiency.