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Investment Solutions



Russell Retirement Investment Solutions are designed to help you cover all the bases of retirement. Each solution applies our signature multi-asset, multi-style, multi-manager™ investment approach to deliver the right combination of income, growth and appropriate level of risk.


Russell Retirement Essentials Portfolio

The portfolio is designed to generate monthly cash flow to meet essential expenses during retirement. This is accomplished by combining the growth potential of equities with the security of bonds in a 35%/65% split. The portfolio invests in six underlying Russell pools, which are diversified by multiple asset classes, investment styles and money managers. It also provides investors with a complete solution that includes the continuous monitoring and the automatic rebalancing needed to ensure that the asset allocation and investment portfolio remain on track.



Goal

To provide income and some long-term capital growth, primarily through investments in and exposure to fixed income securities and, to a lesser extent, Canadian and foreign equity securities, either directly or through investments in other mutual funds.



Russell Retirement Essentials Portfolio Graph

  • 32% Core Plus Fixed Income Pool
  • 33% Fixed Income Pool
  • 12% Canadian Equity Pool
  • 7% US Equity Pool
  • 8% Overseas Equity Pool
  • 8% Global Equity Pool


Summary of Investment Portfolio

Top 25 Holdings*
As at March 31, 2008 % of Portfolio
Percentage of net assets ($154,500) of the Portfolio
Russell Fixed Income Pool Class O Units 32.2
Russell Core Plus Fixed Income Pool Class O Units 31.4
Russell Canadian Equity Pool Class O Units 12.2
Russell Overseas Equity Pool Class O Units 8.4
Russell Global Equity Pool Class O Units 8.4
Russell US Equity Pool Class O Units 7.4
 
* This Portfolio has only 6 holdings as at March 31, 2008
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.
 
 

Sovereign Diversified Monthly Income Portfolio

Russell Pools



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