Investor Services 
  
Russell Sovereign Investment Program 
  
Russell LifePoints Portfolios 
Fixed Income 
Conservative Income 
Balanced Income 
Balanced 
Balanced Growth
Long-Term Growth 
All Equity 
Annual & semi-annual reports 
  
Russell Corporate Class 
  
Russell US Dollar Hedged Series 
  
Profile Pages 
  
Fund Performance 
  
Russell Retirement Solutions 
  
Russell Financial Health Index 
  
How to Invest With Russell 
  
Institutional Services 
  
Daily Unit Values 
  
Regulatory Materials 
  
Unitholder Notices 
  
Proxy Voting 
Russell Investments Home



Russell LifePoints Balanced Growth Portfolio
Series B and F

Goal
Provide long-term capital growth with some income, primarily through exposure to Canadian and foreign equity securities and, to a lesser extent, exposure to Canadian fixed income investments. Also available with a 7% distribution option.

Target asset allocation: 57% Equity/43% Fixed Income






Consider this portfolio if you:

 
  • Have a low to medium tolerance for risk
  • Want to invest for the intermediate to long-term
  • Want income and long-term growth
  • Want to invest in equities and fixed income (Canadian and foreign)
  • Want monthly distributions and will accept a return of capital, available with a 7% distribution option

Investment performance (%)
As of 04/30/2012

    3 Months   YTD   1 Year   3 Years   5 Years   10 Years   *Incep.
Series B   1.09   3.84   -1.77   7.86   -0.40   2.79   1.62
Series F   1.44   4.33   -0.39   9.43   1.06   --   3.43



Management fees (Series B): 2.25

Management fees (Series F): 1.00


Total portfolio assets
(Series B)
$835.6 million
As of 04/30/2012


Total portfolio assets
(Series F)
$24.6 million
As of 04/30/2012

Summary of investment portfolio

Profile Page English French






Note: The statement of investment portfolio may change due to ongoing portfolio transactions of the Underlying Fund. This list will be updated within 60 days of each quarter end. The prospectus and other information about the underlying Fund is available at www.russell.com/ca or at www.sedar.com.

*Portfolio Inception:
August 14, 2000 (Series B)
July 25, 2005 (Series F)


Last updated: 04/30/2012

Top




 

RELATED Items
Daily Values
 

RUSSELL LIFEPOINTS Portfolios
RUSSELL LIFEPOINTS BALANCED GROWTH PORTFOLIO
Russell LifePoints Fixed Income Portfolio
Russell LifePoints Conservative Income Portfolio
Russell LifePoints Balanced Income Portfolio
Russell LifePoints Balanced Portfolio
Russell LifePoints Long-Term Growth Portfolio
Russell LifePoints All Equity Portfolio
 

UNDERLYING Funds
Russell Canadian Fixed Income Fund
Russell Core Plus Fixed Income Pool
Russell Global High Income Bond Pool
Russell Canadian Dividend Pool
Russell Canadian Equity Fund
Russell Smaller Companies Pool
Russell Focused US Equity Pool
Russell US Equity Fund
Russell Overseas Equity Fund
Russell Global Equity Fund
 

Is This PORTFOLIO   For You?
The Russell LifePoints Balanced Growth Portfolio seeks long term-growth with some income, through a disciplined and balanced allocation to equities and fixed income. The ratio of equities and fixed income investments aims to earn reasonable returns over the long run at moderate volatility.


Printer friendly version of this page


Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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     Consumer Protection     Required Sales Disclosure

© Russell Investments Canada Limited 2012. All Rights Reserved.