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Russell LifePoints Portfolios
Sophistication Made Simple
What is Russell LifePoints Portfolios?
It's a world-class investment solution engineered by the global leader in multi-manager investing. Russell LifePoints gives you access to some of the world's leading investment managers. Every manager is carefully selected by Russell and combined in a complementary manner within the funds. These funds invest in the major asset classes and are strategically combined to create diversified portfolios — each designed to help you meet your particular investment goals.
Which Portfolio is for You?
From your first investment to managing your retirement assets, there's a Russell LifePoints Portfolio for your investment needs.
Where are you on this curve? The level of risk you can handle in your portfolio can be a factor in the levels of returns you may achieve. By developing a more efficient way to structure your portfolio, we strive to provide consistent, above-average returns while managing your risk over the long term.
Russell's Investment Approach
The engine inside your portfolio
For over 60 years, Russell Investments has been providing investors with independent, objective portfolio construction and management. We use a strategic asset allocation approach known as MULTI ASSET MULTI STYLE MULTI MANAGER™.
Multi Asset — The portfolios invest in major asset classes: Canadian stocks, Canadian bonds, US stocks, and Overseas stocks.
Multi Style — The underlying funds employ a combination of the major investment styles.
Multi Manager — The underlying funds provide you with exposure to some of the world's leading managers who are researched, selected, and monitored by Russell.
Performance Summary
Russell LifePoints Portfolios - Annualized Returns (%)
— for periods greater than 1 year
| As of 04/30/2013 |
|
3 Mths |
|
YTD |
|
1 Yr |
|
3 Yrs |
|
5 Yrs |
|
10 yrs |
|
Incept. |
| Balanced Income |
|
2.25 |
|
3.37 |
|
6.93 |
|
5.07 |
|
3.25 |
|
4.49 |
|
3.13 |
| Balanced |
|
2.39 |
|
4.19 |
|
7.40 |
|
4.97 |
|
2.37 |
|
-- |
|
1.49 |
| Balanced Growth |
|
2.34 |
|
4.61 |
|
7.77 |
|
4.86 |
|
1.92 |
|
4.60 |
|
2.09 |
| Long-Term Growth |
|
2.61 |
|
5.90 |
|
8.90 |
|
4.72 |
|
0.73 |
|
4.91 |
|
1.49 |
| All Equity |
|
3.00 |
|
7.52 |
|
10.24 |
|
4.64 |
|
-0.63 |
|
3.88 |
|
0.86 |
Russell LifePoints Portfolios - Calendar Returns (%)
| |
|
2012 |
|
2011 |
|
2010 |
|
2009 |
|
2008 |
|
2007 |
|
2006 |
|
2005 |
Balanced
Income
Series B |
|
5.99 |
|
0.62 |
|
6.90 |
|
11.32 |
|
-10.14 |
|
-0.10 |
|
6.92 |
|
6.97 |
Balanced
Series B |
|
6.51 |
|
-1.85 |
|
7.94 |
|
13.03 |
|
-15.64 |
|
-- |
|
-- |
|
-- |
Balanced
Growth
Series B |
|
6.99 |
|
-3.27 |
|
8.35 |
|
14.79 |
|
-19.17 |
|
-1.64 |
|
10.77 |
|
9.78 |
Long-Term
Growth
Series B |
|
7.90 |
|
-6.24 |
|
9.23 |
|
17.23 |
|
-26.10 |
|
-2.80 |
|
14.38 |
|
13.45 |
All Equity
Series B |
|
8.69 |
|
-9.08 |
|
9.80 |
|
18.72 |
|
-32.49 |
|
-4.18 |
|
16.54 |
|
11.62 |
Conservative Income
Series B |
|
4.31 |
|
-- |
|
-- |
|
-- |
|
-- |
|
-- |
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-- |
|
-- |
Fixed Income
Series B |
|
3.95 |
|
-- |
|
-- |
|
-- |
|
-- |
|
-- |
|
-- |
|
-- |
Last updated: 04/30/2013
NOTE: As you move from left to right on the graph - increasing risk - there are different portfolios that can offer higher return potential, which is also matched by higher loss potential. As with any type of portfolio structuring, attempting to increase return or reduce risk can result in unintentional reduction of returns. See the prospectus section "Who should invest in this fund?" for more information.
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Related INFORMATION |
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How to invest |
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The LifePoints PORTFOLIOS |
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UNDERLYING Funds |
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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.
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