Russell Australian Select Holdings Fund
‘Russell’s in a unique position to leverage strategies of the best fund managers and develop new opportunities to maximise returns.’
Peter Gunning
Select Holdings Architect &
Global Chief Investment Officer
Innovative Strategies
Why the Russell Australian Select Holdings Fund?
In today’s market of low returns, all clients – including Self Managed Super Funds (SMSFs) want exposure to high performing investments which will give them greater levels of active return and also fit with their risk profiles.
That’s where the Russell Australian Select Holdings Fund comes in.
With a proven track record of delivering excess returns*, the Russell Australian Select Holdings Fund offers a portfolio of the best collective ideas of our best investment managers.
The Russell Australian Select Holdings Fund is a first for the Australian marketplace, giving smaller investors a unique opportunity.
How does it work?
Using our expertise in multi-manager investing, we built an Australian shares fund that invests in around 20 of the highest conviction shares commonly held by our top Australian shares managers.
Put simply, whenever multiple managers with different styles choose to be overweight in the same Australian stock, we’ll consider it for our portfolio.
Investing is easy
The Russell Australian Select Holdings Fund is offered as part of the Russell Private Investment Series.
There are a few ways to access this product:
- Clients invest directly (ideal for SMSFs):
The Fund requires a minimum initial investment of $50,000. However, we will reduce this minimum to $25,000 for existing Russell Private Investment Series investors.
Read the Product Disclosure Statement for more details and to fill out the application form (2.6mb)
- Invest through a financial adviser
Why Russell?
The Russell Select Holdings strategy leverages Russell's core capability of knowing managers. This strategy can only be implemented by a highly sophisticated multi-manager with in-depth knowledge and access to timely manager information.
Russell is the global leader in multi-manager investing and the only firm that monitors more than 3,800 investment management companies worldwide. We’re in a unique position to leverage the information inherent in running our multi-manager funds to create new alpha for investors.
Learn more about the Russell Australian Select Holdings Fund
Read the fund profile:
Fund Profile - Russell Australian Select Holdings Fund (507kb)
* The Russell Australian Select Holdings Fund currently ranks in the top 10% for 1 mth, 3 mth, 1 yr and 2 yr returns as at 31 March 2009. (Source: Mercer IDPS Australian Shares survey). Past performance is not a reliable indicator of future performance.
Zenith’s ratings are prepared exclusively for clients of Zenith Investment Partners (Zenith). The rating is of a general nature and does not have regard to the particular circumstances or needs of any specific person who may read it. Each client should assess either personally or with the assistance of a licensed financial adviser whether the Zenith rating or advice is appropriate to their situation before making an investment decision. Opinions expressed may change without notice. Zenith accepts no liability, whether direct or indirect arising from the use of information contained in the rating.
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The Russell Australian Select Holdings Fund has been Recommended by Zenith