Short Term Portfolio
The Russell Investments Short-Term Portfolio aims to provide investors with a source of regular income and capital stability through exposure to cash and fixed income assets. Designed to support near-term spending and liquidity needs, the portfolio seeks to deliver returns above the RBA Cash Rate while maintaining a focus on lower volatility.
EXPECTED RETURN
EXPECTED RISK
Short term
Retirement Portfolios
Medium term
0% Growth | 100% DEFENSIVE
Available on:
Medium term
The Russell Investments Medium-Term Portfolio aims to provide investors with a balance of income, stability and long-term growth through exposure to a diversified mix of growth and defensive assets. Designed to support future spending needs, the portfolio seeks to generate returns above the RBA Cash Rate over time, while maintaining the potential for capital growth.
Medium Term Portfolio
Available on:
40% Growth | 60% DEFENSIVE
Long term
Short term
Long term
See portfolios
Long-term growth exposure can be maintained through any suitable growth portfolio, aligned to the client’s objectives and risk profile. Where appropriate, advisers can use a Russell Investments Core Managed Portfolios, Sustainable Managed Portfolios or Strategic Index Managed Portfolios.
Long Term Portfolio
Growth
Medium term
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Trade note - Short term