Russell Investments on InvestNow

Russell Investments Emerging Markets Fund invests in the RIC Emerging Markets Equity Fund. Through this investment, the Fund is exposed to a broad range of shares listed on the stock exchange in emerging markets and may also be exposed to selected countries which are considered ‘frontier’. For New Zealand-Resident Individuals the Russell Investments Emerging Markets Fund will be taxed under the Foreign Investment Fund tax rules.

• Invested in the Russell Investment Company Plc – The Emerging Markets Equity Fund. Through this investment, the Fund is exposed to a broad range of shares listed on the stock exchange in emerging markets.
• Access to specialist investment expertise and skills.
• Tax benefits associated with the Foreign Investment Fund tax regime. For example, for New Zealand-Resident Individuals, this includes being able to switch their tax treatment in certain circumstances.

Russell Investments Global Fixed Interest Fund is a PIE Fund providing exposure to a global fixed interest portfolio managed actively on a multi-manager basis. The Fund’s underlying investment exposure comprises of a diversified range of fixed interest investments, including international government securities, government-related securities, corporate securities, asset-backed securities and hybrid securities in both developed and emerging markets around the globe.

• Diversified, actively managed portfolio of global fixed interest securities.
• Access to specialist investment expertise and skills.
• Access to the tax benefits associated with Portfolio Investment Entity tax regime
• The assets of each Russell Investment Fund are held and administered by the Public Trust in a custodial nominee account (Public Trust RIF Nominees Limited) providing investors with the peace of mind in knowing their assets are held in independent, professional custody.

Russell Investments Global Listed Infrastructure Fund NZ$ Hedged

The Russell Investment Global Listed Infrastructure Fund NZ$ Hedged provides a diversified exposure to global listed infrastructure assets. The fund is actively managed and uses specialist investment managers selected using Russell Investments award winning manager research process. Managers invest in infrastructure and infrastructure related assets across a full range of geographic regions.

• Actively managed portfolio of global listed infrastructure assets invested in a multi manager structure
• Managers selected based on Russell Investments award wining global manager research process
• 100% Hedged to New Zealand dollars

Russell Investments Global Opportunities Fund provides an exposure to an actively managed global shares portfolio through a multi-style, multi-manager approach. The fund invests in the major developed markets of the world, has exposure to small capitalisation stocks and may also invest in emerging market securities.

•  Actively managed portfolio of global shares through a multi-style, multi-manager approach.
• Access to specialist investment expertise and skills.
• Access to the tax benefits associated with the Foreign Investment Fund tax regime.

The Russell Investments Global Opportunities Fund – $NZ Hedged provides unitholders with exposure to an actively managed global shares portfolio, which is typically hedged to New Zealand Dollars. Using a multi-style, multi-manager approach, the fund invests in the major developed markets of the world, has exposure to small capitalisation stocks and may also invest in emerging market securities.

• Actively managed portfolio of global shares through a multi-style, multi-manager approach.
• Access to specialist investment expertise and skills.
• Access to the tax benefits associated with the Foreign Investment Fund tax regime.
• The Russell Investments Global Opportunities Fund – $NZ Hedged targets being fully hedged to New Zealand Dollars.

Russell Investments Global Shares Fund is a PIE Fund providing exposure to an actively managed global shares portfolio.

• Diversified, actively managed portfolio of global shares.
• Access to specialist investment expertise and skills.
• Access to the tax benefits associated with Portfolio Investment Entity tax regime.
• The assets of each Russell Investment Fund are held and administered by the Public Trust in a custodial nominee account (Public Trust RIF Nominees Limited) providing investors with the peace of mind in knowing their assets are held in independent, professional custody.

Russell Investments Hedged Global Shares Fund is a PIE Fund providing exposure to an actively managed global shares portfolio, which is typically hedged to New Zealand Dollars.

• Diversified, actively managed portfolio of global shares.
• Access to specialist investment expertise and skills.
• Access to the tax benefits associated with Portfolio Investment Entity tax regime.
• The Russell Investments Hedged Global Shares Fund targets being fully hedged to New Zealand Dollars.
• The assets of each Russell Investment Fund are held and administered by the Public Trust in a custodial nominee account (Public Trust RIF Nominees Limited) providing investors with the peace of mind in knowing their assets are held in independent, professional custody.

Russell Investments Low Carbon Global Shares Fund

The Russell Investments Low Carbon Global Shares Fund is an actively managed index tracking fund that targets reducing carbon footprint and carbon reserves by 50% relative to the MSCI ACWI index. This fund incorporates positive tilts to companies transitioning to renewable energy sources through the use of our proprietary green energy ratio and those companies with positive ESG scores. This fund is designed for those investors looking for core global equity exposure with a clear responsible investment focus.

• Rules based indexing tracking strategy designed to minimise Active Share relative to the MSCI ACWI ex Australia Index
• 50% reduction in carbon footprint
• 50% reduction in fossil fuel exposure
• Exclusions for Coal, Nuclear and Controversial Weapons, Tobacco
• Positive tilt towards companies participating in the transition to renewable energy
• Positive tilt towards companies with higher overall ESG scores.

Russell Investments NZ Fixed Interest Fund is a PIE Fund and actively managed portfolio of what we consider to be quality New Zealand fixed interest investments designed for investors who wish to invest in a broadly diversified portfolio of fixed interest securities.