 |
 |
 |
 |
LifePoints® Balanced Growth Portfolio

Goal
The LifePoints® Balanced Growth Portfolio seeks to provide investors with long-term capital growth with some income.
Target Asset Allocation: 60% Equity/40% Fixed Income
Consider this portfolio if you:
| |
- Want to achieve a diversification of stocks and bonds in a single portfolio.
- Can accept moderate volatility over the short-term.
- Wish to reduce volatility through diversification of stocks and bonds.
- Have intermediate to long-term investment goals.
- Want a diversified "core" investment, or wish to complement the remainder of your portfolio.
|
Investment Performance
| 31-Jul-08 |
|
3 Months |
|
YTD |
|
1 Year |
|
3 Years |
|
5 Years |
|
Incep. |
| Series B |
|
-4.19 |
|
-5.15 |
|
-6.32 |
|
2 |
|
5.33 |
|
1.59 |
Management Fees: 2.40
Total Portfolio Assets: $1,425.55 Million as June 30, 2008
Summary of Investment Portfolio
| Top 25 Holdings* |
|
|
| as at June 30, 2008 |
|
|
| Percentage of net assets ($2,125,570,132) of the Portfolio |
|
|
| Russell Canadian Fixed Income Fund Series B Units |
|
40.7 |
| Russell Canadian Equity Fund Series B Units |
|
20.3 |
| Russell US Equity Fund Series B Units |
|
13.2 |
| Russell Overseas Equity Fund Series B Units |
|
13.1 |
| Russell Global Equity Fund Series B Units |
|
12.8 |
| |
|
|
| * This Portfolio has only 5 holdings as at June 30, 2008 |
|
|
| |
|
` |
Note: The statement of investment portfolio may change due to ongoing portfolio transactions of the fund. This list will be updated within 60 days of each quarter end.

Portfolio Inception: August 10, 2000
Date of first publish: August 8, 2008

|
 |
 |
| |
RELATED Items |
|
|
| |
LIFEPOINTS Portfolios |
|
|
| |
UNDERLYING Funds |
|
|
| |
Is This PORTFOLIO For You? |
|
|
|
Products and services described on these websites are intended for Canadian residents only. Information on these sites should not be considered a solicitation to buy or an offer to sell a security to any person. Persons outside Canada may find more information about products and services available within their jurisdictions by going to Russell's worldwide site, http://www.russell.com.
Legal Information Privacy Policy
Required Sales Disclosure
© Russell Investments Canada Limited 2008. All Rights Reserved.