Russell Investments Growth Fund — Class A (RIM0004AU) Report & Performance

What is the Russell Investments Growth Fund — Class A fund?

Russell Investments Growth Fund — Class A invests in a diversified portfolio mix with exposure to growth investments around 90% and defensive investments around 10%. The. Fund aims to provide capital growth over the long term consistent with a portfolio focusing on growth assets, while accepting fluctuations in capital values in the short term.

  • The Fund may be suited to an investor with a medium to high risk tolerance and an investment timeframe of at least 5 years.
  • Derivatives may be used to implement investment strategies.

Growth of $1000 Investment Over Time

Performance Report

Peer Comparison Report

Peer Comparison Report

Latest News & Updates For Russell Investments Growth Fund — Class A

Russell Investments Growth Fund — Class A Fund Commentary September 30, 2023

The Russell Investments Growth Fund underperformed the benchmark in the September quarter.

Within our global equity portfolio, the Russell Investments Multi-Asset Factor Exposure Fund recorded negative absolute and excess returns for the quarter, driven in part by its exposure to China and currency hedging positions. In contrast, the Russell Investments Tax Effective Global Shares Fund outperformed its benchmark over the period, benefiting from stock selection in Japan and the UK. In terms of domestic equities, both the Russell Investments Australian Shares Core Fund and the Russell Investments Australian

Opportunities Fund recorded negative absolute and excess returns for the quarter; the two funds impacted by a material overweight to the poor-performing healthcare space. The Russell Investments Australian Factor Exposure Fund outperformed its benchmark; though absolute returns were negative. Within the Fund’s traditional fixed income portfolio, the Russell Investments Australian Bond Fund (RABF) performed in line with its benchmark over the period. RABF benefited from a strategic overweight to credit, however this was offset by a slightly long duration exposure. The Russell Investments International Bond Fund – $A Hedged delivered negative absolute and excess returns in the third quarter. In terms of our extended fixed income exposure, Metrics Credit outperformed traditional bonds over the period. The Russell Investments Australian Floating Rate Fund also performed well. Elsewhere in the Fund, our exposures to global and Australian listed property weighed on performance, while a weaker Australian dollar (relative to the US dollar) boosted the returns of the Fund’s assets denominated in foreign currency.

READ HISTORICAL PERFORMANCE COMMENTARIES

Product Snapshot

  • Product Overview
  • Performance Review
  • Peer Comparison
  • Product Details

Product Overview

Fund Name APIR Code
? A Product Code is unique a identifier code issued by a group or governing body, to reference products in a large group. For an example, APIR codes are commonly used for Funds and Ticker codes are commonly used for Securities such as ETFs and Stocks.
Structure
?
Asset Class
? An Asset Class breakdown provides the percentages of core asset classes found within a mutual fund, exchange-traded fund, or another portfolio. Asset classes (in microeconomics and beyond) generally refer to broad categories such as equities, fixed income, and commodities.
Asset Category
? An Asset Category is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations. Asset categories (or a sub-asset class) are made up of instruments which often behave similarly to one another in the marketplace, looking down to the Asset Category level is important if looking to build a diversified portfolio.
Peer Benchmark Name
? A Peer Index (benchmark) refers to a peer group of investment managers who have the same investment style or category. It is used to compare the performance of one manager to their peer group, which makes it simpler for investors to choose between the vast number of investment managers.
Broad Market Index
? A Market Index (benchmark) refers to a hypothetical portfolio of investments that represents a segment, asset or category of an investable market. Market Indices are used to benchmark managers performance, to assist their style reliability and ability to provide excess returns.
FUM
? Funds/Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
Management Fee
? A management fee is a charge levied by an investment manager for managing an investment fund. The management fee is intended to compensate the managers for their time and expertise for selecting finanical products and managing the portfolio.
Performance Fee
? A performance fee is a payment made to an investment manager for generating positive returns. This is as opposed to a management fee, which is charged without regard to returns. A performance fee can be calculated many ways. Most common is as a percentage of investment profits, often both realized and unrealized. It is largely a feature of the hedge fund industry, where performance fees have made many hedge fund managers among the wealthiest people in the world.
Spread
? A spread can have several meanings in finance. Basically, however, they all refer to the difference between two prices, rates or yields. In one of the most common definitions, the spread is the gap between the bid and the ask prices of a security or asset, like a stock, bond or commodity. This is known as a bid-ask spread.
Russell Investments Growth Fund — Class ARIM0004AUManaged FundsMulti-Asset81-100% Growth Assets - Multi-ManagerMulti-Asset - 81-100% Multi-Manager IndexMulti-Asset Aggressive Investor Index577.25 M0.86%00.36%

Performance Review

Fund Name Last Month
? Returns after fees in the most recent (last) month).
3 Months Return
? Returns after fees in the most recent 3 months.
1 Year Return
? Trailing 12 month returns.
3 Years Average Return
? Average Annual returns from the last 3 years.
Since Inc. Average Return
? Average (annualised) returns since inception
1 Year Std. Dev. (Annual)
? The standard deviation (or annual volatility) of the last 12 months.
3 Years Std. Dev. (Annual)
? The average standard deviation (or annual volatility) from the last 3 years.
Since Inc. Std. Dev. (Annual)
? The average standard deviation (or annual volatility) since the fund inception.
1 Year Max Drawdown
? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
3 Year Max Drawdown
? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Since Inc. Max Drawdown
? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Russell Investments Growth Fund — Class A1.33%1.43%12.18%4.74%5.89%9.41%10.66%10.43%-6.63%-14.82%-43.23%

Peer Comparison

Fund Name Peer Index Name
? A group of individuals who share similar characteristics and interests are called peer groups. Peer group analysis is an essential part of assessing a price for a particular stock in investment research. The emphasis here is on making a comparison, meaning that the peer group constituents should be more or less identical to the company being examined, especially in terms of their main business and market capitalization areas.
12 Months Excess Return
? Excess returns are an important metric that helps an investor to gauge performance in comparison to other investment alternatives. In general, all investors hope for positive excess return because it provides an investor with more money than they could have achieved by investing elsewhere.
Excess Return Annualised Since Inception
? Excess returns are an important metric that helps an investor to gauge performance in comparison to other investment alternatives. In general, all investors hope for positive excess return because it provides an investor with more money than they could have achieved by investing elsewhere.
12 Months Alpha
? Alpha is used in finance as a measure of performance, indicating when a strategy, trader, or portfolio manager has managed to beat the market return over 12 months. Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark that is considered to represent the market’s movement as a whole.
Alpha Annualised Since Inception
? Alpha is used in finance as a measure of performance, indicating when a strategy, trader, or portfolio manager has managed to beat the market annualized since inception. Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark that is considered to represent the market’s movement as a whole.
12 Months Beta
? Rolling 12Month Beta is a measure of the volatility—or systematic risk—of a security or portfolio compared to the market as a whole. Beta is used in the capital asset pricing model (CAPM), which describes the relationship between systematic risk and expected return for assets (usually stocks).
Beta Annualised Since Inception
? Beta is a measure of the volatility—or systematic risk—of a security or portfolio compared to the market as a whole. Beta is used in the capital asset pricing model (CAPM), which describes the relationship between systematic risk and expected return for assets (usually stocks).
12 Months Tracking Error
? 12Month Tracking error is the difference in actual performance between a position (usually an entire portfolio) and its corresponding benchmark over the last 12 months. The tracking error can be viewed as an indicator of how actively a fund is managed and its corresponding risk level. Evaluating a past tracking error of a portfolio manager may provide insight into the level of benchmark risk control the manager may demonstrate in the future.
Tracking Error Since Inception
? Since Inception tracking error is the difference in actual performance between a position (usually an entire portfolio) and its corresponding benchmark since inception. The tracking error can be viewed as an indicator of how actively a fund is managed and its corresponding risk level. Evaluating a past tracking error of a portfolio manager may provide insight into the level of benchmark risk control the manager may demonstrate in the future.
12 Months Correlation
? Correlation, in the finance and investment industries, is a statistic that measures the degree to which two securities move in relation to each other. Correlations are used in advanced portfolio management, computed as the correlation coefficient, which has a value that must fall between -1.0 and +1.0.
Correlation Since Inception
? Correlation, in the finance and investment industries, is a statistic that measures the degree to which two securities move in relation to each other. Correlations are used in advanced portfolio management, computed as the correlation coefficient, which has a value that must fall between -1.0 and +1.0.
Russell Investments Growth Fund — Class AMulti-Asset - 81-100% Multi-Manager Index-1.46%-0.36%NA%NA%NA%1.060.89%1.4%10.99

Product Details

Fund Name Verifed by SMSF Mates Manager Address Phone Website Email
Russell Investments Growth Fund — Class AYes-https://russellinvestments.com/au-

Product Due Diligence

What is Russell Investments Growth Fund — Class A

Russell Investments Growth Fund — Class A is an Managed Funds investment product that is benchmarked against Multi-Asset Aggressive Investor Index and sits inside the Multi-Asset - 81-100% Multi-Manager Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The Russell Investments Growth Fund — Class A has Assets Under Management of 577.25 M with a management fee of 0.86%, a performance fee of 0 and a buy/sell spread fee of 0.36%.

How has the investment product performed recently?

The recent investment performance of the investment product shows that the Russell Investments Growth Fund — Class A has returned 1.33% in the last month. The previous three years have returned 4.74% annualised and 10.43% each year since inception, which is when the Russell Investments Growth Fund — Class A first started.

How is risk measured in this investment product?

There are many ways that the risk of an investment product can be measured, and each measurement provides a different insight into the risk present. They can be used on their own or together to perform a risk assessment before investing, but when comparing investments, it is common to compare like for like risk measurements to determine which investment holds the most risk. Since Russell Investments Growth Fund — Class A first started, the Sharpe ratio is NA with an annualised volatility of 10.43%. The maximum drawdown of the investment product in the last 12 months is -6.63% and -43.23% since inception. The maximum drawdown is defined as the high-to-low decline of an investment during a particular time period.

What is the relative performance of the investment product?

Relative performance is what an asset achieves over a period of time compared to similar investments or its peers. Relative return is a measure of the asset's performance compared to the return to the other investment. The Russell Investments Growth Fund — Class A has a 12-month excess return when compared to the Multi-Asset - 81-100% Multi-Manager Index of -1.46% and -0.36% since inception.

Does the investment product produce Alpha over its Peers?

Alpha is an investing term used to measure an investment's outperformance relative to a market benchmark or peer investment. Alpha describes the excess return generated when compared to peer investment. Russell Investments Growth Fund — Class A has produced Alpha over the Multi-Asset - 81-100% Multi-Manager Index of NA% in the last 12 months and NA% since inception.

What are similar investment products?

For a full list of investment products in the Multi-Asset - 81-100% Multi-Manager Index category, you can click here for the Peer Investment Report.

What level of diversification will Russell Investments Growth Fund — Class A provide?

Russell Investments Growth Fund — Class A has a correlation coefficient of 0.99 and a beta of 1.06 when compared to the Multi-Asset - 81-100% Multi-Manager Index. Correlation measures how similarly two investments move in relation to one another. This establishes a 'correlation coefficient', which has a value between -1.0 and +1.0. A 100% correlation between two investments means that the correlation coefficient is +1. Beta in investments measures how much the price moves relative to the broader market over a period of time. If the investment moves more than the broader market, it has a beta above 1.0. If it moves less than the broader market, then the beta is less than 1.0. Investments with a high beta tend to carry more risk but have the potential to deliver higher returns.

How do I compare the investment product with its peers?

For a full quantitative report on Russell Investments Growth Fund — Class A and its peer investments, you can click here for the Peer Investment Report.

How do I compare the Russell Investments Growth Fund — Class A with the Multi-Asset Aggressive Investor Index?

For a full quantitative report on Russell Investments Growth Fund — Class A compared to the Multi-Asset Aggressive Investor Index, you can click here.

Can I sort and compare the Russell Investments Growth Fund — Class A to do my own analysis?

To sort and compare the Russell Investments Growth Fund — Class A financial metrics, please refer to the table above.

Has the Russell Investments Growth Fund — Class A been independently verified by SMSF Mate?

This investment product is in the process of being independently verified by SMSF Mate. Once we have verified the investment product, you will be able to find more information here.

How can I invest in Russell Investments Growth Fund — Class A?

If you or your self managed super fund would like to invest in the Russell Investments Growth Fund — Class A please contact via phone or via email .

How do I get in contact with the Russell Investments Growth Fund — Class A?

If you would like to get in contact with the Russell Investments Growth Fund — Class A manager, please call .

Comments from SMSF Mates

SMSF Mate does not receive commissions or kickbacks from the Russell Investments Growth Fund — Class A. All data and commentary for this fund is provided free of charge for our readers general information.

Historical Performance Commentary

Performance Commentary - August 31, 2023

The Russell Investments Growth Fund narrowly underperformed the benchmark in August. The Fund’s 90% allocation to growth assets such as Australian and global equities and listed property drives returns.

The Fund’s equity portfolio was mixed over the period. Within our global equity portfolio, the Russell Investments Tax Effective Global Shares Fund (TEGS) recorded positive absolute returns for the month; though excess returns were in line with its benchmark. TEGS benefited in part from stock selection in the UK; notably a short position in healthcare firm AstraZeneca. In contrast, both the Russell Investments Multi-Asset Factor Exposure Fund and the Russell Investments Global Opportunities Fund – $A Hedged delivered negative absolute and excess returns for the month. In terms of domestic equities, the Russell Investments Australian Shares Core Fund, the Russell Investments Australian Opportunities Fund and the Russell Investments Australian Factor Exposure Fund all recorded negative absolute returns in August. Within the Fund’s traditional fixed income portfolio, the Russell Investments International Bond Fund – $A Hedged delivered both negative absolute and excess returns for the month, while the Russell Investments Australian Bond Fund outperformed its benchmark; benefiting in part from an overweight to credit. In terms of our extended fixed income exposure, Metrics Credit outperformed government bonds, with Australian loans continuing to generate income-like returns. Global floating rate credit and the Russell Investments Australian Floating Rate Fund also performed well in August. The Fund also benefited from its exposure to Australian listed property, while a weaker Australian dollar (relative to the US dollar) boosted the returns of the Fund’s assets denominated in foreign currency.

Performance Commentary - June 30, 2023

The Russell Investments Growth Fund narrowly underperformed the benchmark in the June quarter. However, the Fund did deliver positive absolute returns over the period.

The Fund’s equity portfolio was mixed. Within our global equity portfolio, both the Russell Investments Tax Effective Global Shares Fund (TEGS) and the Russell Investments Multi-Asset Factor Exposure Fund (MAFEF) recorded strong absolute returns for the quarter but underperformed their respective benchmarks. TEGS was impacted by stock selection amongst large US growth names, while MAFEF’s underperformance was driven by its value factor exposure. In terms of domestic equities, both the Russell Investments Australian Shares Core Fund and the Russell Investments Australian Opportunities Fund (RAOF) delivered positive absolute and excess returns for the quarter. The Core Fund benefited from stock selection within the strong-performing information technology space, while RAOF’s outperformance was driven in part by stock selection amongst materials. The Russell Investments Australian Factor Exposure Fund narrowly outperformed its benchmark, benefiting largely from its growth factor exposure. Within the Fund’s traditional fixed income portfolio, the Russell Investments Australian Bond Fund recorded negative absolute returns for the quarter; though it did outperform its benchmark, benefiting from an overweight to credit. The Russell Investments International Bond Fund – $A Hedged delivered negative absolute and benchmark-relative performance over the period. In terms of our extended fixed income exposure, Metrics Credit performed well, with Australian loans continuing to generate income-like returns. The Russell Investments Australian Floating Rate Fund and our exposure to global high-yield debt also added value. More broadly, the Fund benefited from its exposure to global and Australian listed property.

Performance Commentary - May 31, 2023

The Russell Investments Growth Fund narrowly outperformed the benchmark in May. The Fund’s 90% allocation to growth assets such as Australian and global equities and listed property drives returns.

The Fund’s equity portfolio was mixed over the period. In terms of global equities, the Russell Investments Tax Effective Global Shares Fund delivered positive absolute returns for the month but underperformed its benchmark. Much of the Fund’s underperformance was driven by stock selection in the US; notably underweights to large cap names like NVIDIA Corp., Apple and Tesla. In contrast, the Russell Investments Multi-Asset Factor Exposure Fund recorded both negative absolute and excess returns in May. Within our Australian equities portfolio, both the Russell Investments Australian Shares Core Fund and the Russell Investments Australian Opportunities Fund (RAOF) delivered negative absolute returns for the month but outperformed their benchmarks. The Core Fund’s outperformance was driven in part by an overweight to the information technology sector, while RAOF benefited from stock selection within the energy space. Within the Fund’s traditional fixed income portfolio, the Russell Investments International Bond Fund – $A Hedged recorded both negative absolute and excess returns in May. The Russell Investments Australian Bond Fund also delivered negative absolute returns for the month, though it did perform in line with its benchmark; the Fund benefiting in part from an overweight to credit. In terms of our extended fixed income exposure, Metrics Credit performed well, with Australian loans continuing to generate income-like returns. The Russell Investments Australian Floating Rate Fund also outperformed. Meanwhile, a weaker Australian dollar boosted the returns of the Fund’s assets denominated in foreign currency.

Performance Commentary - April 30, 2023

The Russell Investments Growth Fund narrowly outperformed the benchmark in April. The Fund’s 90% allocation to growth assets such as Australian and global equities and listed property drives returns. Within the Fund’s global equity portfolio, the Russell Investments Tax Effective Global Shares Fund delivered positive absolute and excess returns for the month, benefiting from strong stock selection in the UK.

This included ex-benchmark holdings in stockbroker Numis Corp. and price comparison website Moneysupermarket.com. In contrast, the Russell Investments Multi-Asset Factor Exposure Fund was flat for the month. In terms of Australian equities, the Russell Investments Australian Shares Core Fund was also flat in April, while the Russell Investments Australian Opportunities Fund (RAOF) recorded positive absolute and benchmark-relative returns over the period. RAOF’s outperformance was driven by strong stock selection within the materials sector; notably underweights to miners BHP Group and Fortescue Metals Group.

Within the Fund’s traditional fixed income portfolio, the Russell Investments Australian Bond Fund delivered positive absolute and excess returns for the month, benefiting in part from its long-held overweight to credit. The Russell Investments International Bond Fund – $A Hedged was flat against its benchmark in April; though it did record positive absolute returns for the month. In terms of our extended fixed income exposure, Metrics Credit performed well over the period, with Australian loans continuing to generate income-like returns.

The Russell Investments Australian Floating Rate Fund also outperformed. Elsewhere in the Fund, our exposures to global and Australian listed property added value in April, while a weaker Australian dollar boosted the returns of the Fund’s assets denominated in foreign currency.

Performance Commentary - March 31, 2023

The Russell Investments Growth Fund outperformed the benchmark in the March quarter. The Fund’s equity portfolio was mixed over the period. In terms of domestic equities, both the Russell Investments Australian Shares Core Fund and the Russell Investments Australian Opportunities Fund delivered positive absolute and excess returns for the quarter; benefiting from strong stock selection within the financials space.

In contrast, the Russell Investments Australian Factor Exposure Fund narrowly underperformed its benchmark, driven by its low-volatility, value and momentum factor exposures. Within our global equity portfolio, both the Russell Investments Tax Effective Global Shares Fund (TEGS) and the Russell Investments Multi-Asset Factor Exposure Fund (MAFEF) underperformed their respective benchmarks over the period; though the two funds did record strong absolute returns. TEGS was impacted by poor stock selection amongst large US growth names, while MAFEF’s underperformance was driven largely by its value factor exposure.

Within the Fund’s traditional fixed income portfolio, the Russell Investments Australian Bond Fund delivered positive absolute and excess returns for the quarter, benefiting from its duration positioning and an overweight to credit.

The Russell Investments International Bond Fund – $A Hedged recorded positive absolute returns over the period but narrowly underperformed its benchmark. In terms of our extended fixed income exposure, Metrics Credit performed well, with Australian loans continuing to generate income-like returns. The Russell Investments Australian Floating Rate Fund and our exposure to global high-yield debt also added value. More broadly, the Fund also benefited from its exposure to global and Australian listed property.

Performance Commentary - February 28, 2023

The Russell Investments Growth Fund narrowly outperformed the benchmark in February. However, the Fund did deliver negative absolute returns for the month. The Fund’s 90% allocation to growth assets such as Australian and global equities and listed property drives returns.

The Fund’s equity portfolio was mixed over the period. Within our Australian equity portfolio, both the Russell Investments Australian Shares Core Fund and the Russell Investments Australian Opportunities Fund (RAOF) delivered positive excess returns for the month but underperformed their benchmarks. The Core Fund benefited from stock selection amongst financials, while RAOF’s outperformance was driven by stock selection within the materials space. In terms of global equities, the Russell Investments Tax Effective Global Shares Fund (TEGS) underperformed its benchmark in February; though it did record positive absolute returns for the month. TEGS was impacted by stock selection in the US; notably underweights to large growth names like Apple and Tesla. The Russell Investments Multi-Asset Factor Exposure Fund also underperformed over the period. Within our traditional fixed income portfolio, the Russell Investments International Bond Fund – $A Hedged delivered negative absolute returns in February but narrowly outperformed its benchmark. This outperformance was driven largely by active currency positioning, including a long US dollar position.

The Russell Investments Australian Bond Fund was flat for the month. In terms of our extended fixed income exposure, both Metrics Credit and the Russell Investments Australian Floating Rate Fund performed well over the period; the latter continuing to benefit from running yield in excess of the benchmark. Meanwhile, a weaker Australian dollar boosted the returns of the Fund’s assets.

Performance Commentary - January 31, 2023

The Russell Investments Growth Fund outperformed the benchmark in January. The Fund’s 90% allocation to growth assets such as Australian and global equities and listed property drives returns. The Fund’s global equity portfolio contributed positively to performance, with the Russell Investments Tax Effective Global Shares Fund and the Russell Investments Global Opportunities Fund – $A Hedged recording strong absolute and excess returns for the month. Both funds benefited from strong stock selection in the US and emerging markets.

The Russell Investments Multi-Asset Factor Exposure Fund also performed well in January. In terms of domestic equities, the Russell Investments Australian Shares Core Fund outperformed its benchmark, benefiting from strong stock selection amongst property trusts. In contrast, the Russell Investments Australian Opportunities Fund (RAOF) underperformed its benchmark in January; though it did record positive absolute returns for the month. RAOF’s underperformance was driven in part by poor stock selection within the materials space. The Russell Investments Australian Factor Exposure Fund performed in line with its benchmark over the period. Within our traditional fixed income portfolio, both the Russell Investments International Bond Fund – $A Hedged and the Russell Investments Australian Bond Fund outperformed their respective benchmarks in January.

In terms of our extended fixed income exposure, global high-yield debt and the Russell Investments Australian Floating Rate Fund delivered positive absolute returns over the period. Metrics Credit also performed well, with Australian loans continuing to generate income-like returns. Our exposures to global and Australian listed property added further value in January, while a stronger Australian dollar impacted the returns of the Fund’s assets denominated in foreign currency.

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