Investor Services 
  
Russell Sovereign Investment Program 
  
Russell LifePoints Portfolios 
Balanced Income 
Balanced 
Balanced Growth 
Long-Term Growth
All Equity 
Annual & semi-annual reports 
  
Russell Corporate Class 
  
Russell Retirement Solutions 
  
Russell Financial Health Index 
  
How to Invest With Russell 
  
Institutional Solutions 
  
Daily Unit Values 
  
Regulatory Materials 
  
Unitholder Notices 
  
Proxy Voting 
Russell.com Home



LifePoints® Long-Term Growth Portfolio
Series B
JUMP AHEAD TO


Investment performance
Management fee:
Summary of investment portfolio


Goal
The LifePoints® Long-Term Growth Portfolio seeks to provide long-term capital growth through exposure to equities and fixed income securities.

Target asset allocation: 80% Equity/20% Fixed Income



Consider this portfolio if you:

 
  • Want to achieve a diversification of stocks and bonds in a single portfolio.
  • Can accept higher levels of short-term volatility.
  • Wish to reduce volatility through diversification of stocks and bonds.
  • Have long-term investment goals.
  • Want a diversified "core" investment, or wish to complement the remainder of your portfolio.


Investment performance
As of 10/31/2009

    3 Months   YTD   1 Year   3 Years   5 Years   Incep.
Series B   4.16   11.84   9.18   -5.35   1.81   -0.17

Management fee: 2.50

Total portfolio assets (Series B): $468.41 million as of June 30, 2009

Summary of investment portfolio

Top 25 Holdings*   % of net asset value of the Portfolio
As at June 30, 2009    
Russell Canadian Equity Fund Series B Units   29.2
Russell US Equity Fund Series B Units   18.9
Russell Canadian Fixed Income Fund Series B Units   18.2
Russell Global Equity Fund Series B Units   17.1
Russell Overseas Equity Fund Series B Units   16.8
     
Net Asset Value (thousands of dollars)   $775,221
     
* This Portfolio has only 5 holdings as at June 30, 2009    


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






Portfolio Inception: August 10, 2000

Date of first publish: November 4, 2009

Top




 

RELATED Items
Daily Values
 

Investor TYPE
Balanced Income Portfolio
Balanced Growth Portfolio
LONG-TERM GROWTH PORTFOLIO
All Equity Portfolio
 

UNDERLYING Funds
Russell Canadian Equity Fund
Russell US Equity Fund
Russell Overseas Equity Fund
Russell Global Equity Fund
Russell Canadian Fixed Income Fund
 

Is This PORTFOLIO   For You?
The LifePoints® Long-Term Growth Portfolio's significant allocation to Canadian, US, and overseas equities aims to provide an opportunity for higher long-term returns. It is expected to be a more volatile, higher-returning alternative because of its higher weighting to equities.


Printer friendly version of this page


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 2009. All Rights Reserved.