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LifePoints Portfolios
Sophistication Made Simple TM

What is LifePoints Portfolios?
It's a world-class investment solution engineered by the global leader in multi-manager investing. LifePoints gives you access to up to twenty-three of the world's leading investment managers (at time of publication). 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 five 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 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 Investment Group 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
LifePoints Portfolios - Annualized Returns (%) for periods greater than 1 year
| 30-Apr-08 |
|
3 Mths |
|
YTD |
|
1 Yr |
|
3 Yrs |
|
5 Yrs |
|
Incept. |
| Balanced Income |
|
2.1 |
|
0.45 |
|
-0.61 |
|
4.24 |
|
5.74 |
|
3.05 |
| Balanced Growth |
|
2.55 |
|
-1.01 |
|
-3.93 |
|
5.35 |
|
7.36 |
|
2.21 |
| Long-Term Growth |
|
2.93 |
|
-2.23 |
|
-6.53 |
|
6.79 |
|
9.27 |
|
1.99 |
| All Equity |
|
3.31 |
|
-3.49 |
|
-9.32 |
|
6.05 |
|
8.59 |
|
1.96 |
| LifePoints 2010 Portfolio |
|
2.19 |
|
0.36 |
|
-0.65 |
|
na |
|
na |
|
3.60 |
| LifePoints 2020 Portfolio |
|
2.50 |
|
-0.43 |
|
-2.54 |
|
na |
|
na |
|
3.73 |
| LifePoints 2030 Portfolio |
|
3.16 |
|
-3 |
|
-8.21 |
|
na |
|
na |
|
2.38 |
LifePoints Portfolios - Calendar Returns (%)
| |
|
2007 |
|
2006 |
|
2005 |
|
2004 |
|
2003 |
|
2002 |
|
2001 |
| Balanced Income |
|
-0.10 |
|
6.92 |
|
6.97 |
|
5.58 |
|
7.25 |
|
-2.17 |
|
0.00 |
| Balanced Growth |
|
-1.64 |
|
10.77 |
|
9.78 |
|
6.82 |
|
9.88 |
|
-8.29 |
|
-4.43 |
| Long-Term Growth |
|
-2.80 |
|
14.38 |
|
13.45 |
|
8.32 |
|
12.93 |
|
-12.55 |
|
-7.35 |
| All Equity |
|
-4.18 |
|
16.54 |
|
11.62 |
|
6.70 |
|
11.11 |
|
-19.11 |
|
na |
| LifePoints 2010 Portfolio |
|
0.09 |
|
7.52 |
|
na |
|
na |
|
na |
|
na |
|
na |
| LifePoints 2020 Portfolio |
|
-0.97 |
|
9.72 |
|
na |
|
na |
|
na |
|
na |
|
na |
| LifePoints 2030 Portfolio |
|
-4.14 |
|
11.07 |
|
na |
|
na |
|
na |
|
na |
|
na |
Underlying Funds - Annualized Returns (%) For periods greater than 1 year
| 30-Apr-08 |
|
3 Mths |
|
YTD |
|
1 Yr |
|
3 Yrs |
|
5 Yrs |
|
Incept. |
| Canadian Equity Fund |
|
6,21 |
|
-0,81 |
|
2,50 |
|
16,71 |
|
18,69 |
|
8,00 |
| Fixed Income Fund |
|
1,99 |
|
3,14 |
|
6,42 |
|
5,34 |
|
6,29 |
|
7,05 |
| US Equity Fund |
|
1,41 |
|
-4,21 |
|
-11,08 |
|
1,78 |
|
4,05 |
|
-3,94 |
| Overseas Equity Fund |
|
4,80 |
|
-3,17 |
|
-10,31 |
|
7,96 |
|
11,32 |
|
0,27 |
| Global Equity Fund |
|
2,23 |
|
-3,33 |
|
-12,49 |
|
na |
|
na |
|
4,27 |

Date of first publish: April 2, 2008

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Related INFORMATION |
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HOW TO Invest |
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The LifePoints PORTFOLIOS |
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THE RUSSELL Group of Funds |
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Regulatory DOCUMENTS |
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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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© Russell Investments Canada Limited 2008. All Rights Reserved.
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