Russell Private Investment Series
The Russell Private Investment Series (RPIS) is the ultimate solution for SMSF clients, developed to help individuals construct diversified portfolios and grow wealth through their SMSF over the long term.
RPIS is an innovative investment solution providing investors with access to quality investment managers from around the globe.
RPIS is available as a direct investment or as a super investment through a Self-Managed Superannuation Fund (SMSF).
RPIS allows you to implement a complete portfolio solution using the Russell Diversified Funds, or you can build your own customised portfolio using Russell’s well-diversified single sector funds.
Complete Portfolio Solution
As it can be difficult to implement a total portfolio solution with smaller investment amounts. The five Russell Diversified Funds offer diversification to help meet this challenge. Each Russell Diversified Fund offers:
- a unique spread of up to 40 managers
- automatic rebalancing of assets and manager weightings
- manager monitoring and replacement when necessary
'Build your own' portfolio solutions
With help from your financial adviser, the RPIS allows you to customise your own portfolio using Russell’s Australian and Global Sector Funds.
They may be combined with one another or used as a core to match with other single manager funds that you may wish to include in your tailored portfolio.
The Russell Sector Funds offer access to our multi-manager configurations across a range of asset classes.
Balance your return and risk
Whether you choose to implement a complete portfolio solution, or you choose to tailor your portfolio to suit your needs, balancing the risk and return is important.
Talk to your adviser about diversifying your investment portfolio between defensive and growth assets.
Find out more about Russell's Diversified Funds.
Take advantage of us
The Russell Private Investment Series gives you access to institutional quality investments at wholesale prices.
For over 30 years, Russell’s extensive understanding of markets, managers and investors has enabled us to design funds that seek to deliver consistent long-term results.
When you invest with Russell, you’re investing with a global leader in multi-manager investing and a respected and highly awarded investment company.
Find out more about our investment approach.
How to invest
You can invest with a minimum initial investment of $50,000 or more.
- Download and read the Russell Private Investment Series PDS.
Russell Private Investment Series PDS (890kb)
- If you would like to invest in the Russell Private Investment Series, complete and sign the application form at the back of the PDS. Read the checklist on page three of the application form, to ensure you have completed and attached all appropriate documentation.
- Return your completed application to:
The Administrator
Unit Registry
Level 7, 338 Pitt Street
Sydney NSW 2000
Or Fax: (02) 93236411
More information
If you have any questions about the Russell Private Investment Series, please talk to your adviser or contact Russell on 1800 458 272 or rprs@russell.com
PDF download Russell Private Investment Series PDS
(890kb)
Management costs for the Russell funds – financial year ended 30 June 2009 (185kb)
Taxation Notice
Subdivision 12-H (23kb)