Funds

Put the world's leading managers to work for you, by accessing our comprehensive range of funds and strategies.

Portfolio Investment Entities

Global solutions for local investors.

The Russell Investments Portfolio Investment Entity (PIE) fund range provides core portfolio solutions covering major asset classes. The fund range is managed by 15+ subadvisors and includes both large institutional and boutique underlying managers and strategies that are not readily accessible to NZ investors.

NZ

Retail funds provided in partnership with Implemented Investment Solutions

 

FUNDPDSFactsheet

FIXED INTEREST

Russell Investments NZ Fixed Interest FundDownloadDownload
Russell Investments Global Fixed Interest FundDownloadDownload

EQUITIES

Russell Investments NZ Shares FundDownloadDownload
Russell Investments Global Shares FundDownloadDownload
Russell Investments Hedged Global Shares FundDownloadDownload
Russell Investments Sustainable Global Shares FundDownloadDownload
Russell Investments Hedged Sustainable Global Shares FundDownloadDownload

ALTERNATIVES

Russell Investments Global Listed Infrastructure FundDownloadDownload
 Russell Investments Global Real Estate FundDownloadDownload

Our Institutional funds

We have a broad range of funds open to institutional investors, a selection of these are available below.

FundInception DatePerformance (p.a.)
As of 31/5/2025		PDS
1 Month3 Months1 Year3 Years5 YearsSince Inception
Equities
Russell Investments Global Opportunities Fund31/12/20044.54%-4.31%14.38%14.18%14.35%9.54%-
Fixed Income
Russell Investments Global Bond Fund3/2/2010-0.18%0.29%5.40%1.86%0.13%4.34%-
Russell Investments Global High Yield Fund1/2/20181.92%0.67%8.75%5.99%5.59%3.88%-

Past performance is not a reliable indicator of future performance. All performance unless otherwise stated is reported on a gross of tax and fees basis. Administration fees are not included in the calculation. Performance for periods longer than 1 year are annualised. The inception date reflects the first day of investment into the option. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed.  Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.

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Any statements of opinion expressed within this publication are that of Russell Investments and are current at the time of issue. The information and opinion given in this publication is given in good faith. All opinions expressed are subject to change at any time. Russell Investments nor any of its staff accepts liability with respect to the information or opinions contained in this publication.

All investments carry a level of risk and do not typically grow at an even rate of return and could experience negative growth.

Any past performance results should not be seen as a guide to future returns. Any scenarios presented are an estimate of future performance based on evidence from the past on how the value of an investment varies and are not an exact indicator.

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Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

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