Russell Investments Canada expands multi-asset solutions for investors

Capital markets insights also lead to strategic asset allocation shifts in select multi-asset portfolios

TORONTO, May 23, 2017 /CNW/ - Russell Investments Canada Limited (Russell Investments Canada) recently expanded the firm's outcome-oriented multi-asset solutions to include the Multi-Asset Income Strategy (MAIS)1 fund, a multi-asset offering for Canadian investors that seeks to provide long-term capital growth while minimizing drawdowns.  

MAIS targets a specific long-term objective, providing diversified exposure to both traditional and non-traditional asset classes, including equities, fixed income, real assets and absolute return portfolio segments. The investment portfolio's asset allocation, strategies and exposures are tactically managed to control risk and respond nimbly to market opportunities.

Russell Investments Canada has also made changes to the strategic asset allocation for select Canadian multi-asset portfolios in response to high equity valuations, the potential for greater market risk, uncertain U.S. government policies and lower expected long-term returns. These changes are effective in the following multi-asset solutions: Multi-Asset Income Strategy, Multi-Asset Growth & Income and Multi-Asset Growth Strategy.

"Overall, the changes increase exposure to non-domestic markets, defensive equities, and non-traditional asset classes such as commodities," said Greg Nott, Chief Investment Officer and Senior Portfolio Manager for Canada. "We also have expanded the sources of potential income through a broader range of fixed-income assets such as real return bonds, convertible bonds and emerging markets bonds."

The new strategic asset allocations are as follows with arrows indicating recent increase or decrease:


Fixed Income

Absolute Return

Real Assets

Equity

Multi-Asset Income Strategy

63% (↓)

2% (↑)

11% (↑)

24% (↓)

Multi-Asset Growth & Income

42% (↑)

10% (↓)

13% (↓)

35% (↑)

Multi-Asset Growth Strategy

20% (↑)

5% (↓)

16% (↑)

59% (↑)

 

Russell Investments Canada President David Steele said, "We have high conviction that many investors will be well-served by thoughtfully constructed and actively managed multi-asset portfolios. Our approach, which differs from that of typical balanced funds, offers exposure to non-traditional asset classes such as infrastructure, commodities, and high yield credit and is outcome-oriented rather than benchmark-constrained." 

As a long-time leader in multi-asset investing, Russell Investments Canada provides investors with a flexible range of multi-asset solutions, each targeting a specific long-term return objective — all in a single investment portfolio. The firm manages approximately CAD$171 billion in multi-asset AUM globally (as of 3/31/2017). 

                                                      
1 Multi-Asset Income Strategy (MAIS) was formerly named LifePoints Balanced Income.

About Russell Investments Canada Limited
Russell Investments Canada Limited is a wholly owned subsidiary of Russell Investments Group, Ltd. Established in 1985, Russell Investments Canada Limited has its head office in Toronto.

About Russell Investments
Russell Investments, a global asset manager, offers multi-asset portfolios and services which include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm's core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures—to help each achieve their desired investment outcomes. The firm has more than CAD$355 billion in assets under management (as of 3/31/2017).

Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world's major financial centers such as London, Paris, Amsterdam, Sydney, Tokyo, Shanghai, Toronto and New York.  For more information about how Russell Investments helps to improve financial security for people, visit russellinvestments.com or follow @Russell_Invest.

Important Information

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Nothing in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This information is made available on an "as is" basis. Russell Investments Canada Limited does not make any warranty or representation regarding the information.

Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments' management.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

Diversification and strategic asset allocation do not assure a profit or protect against loss in declining markets.

Copyright © Russell Investments Canada Limited 2017. All rights reserved.

RETAIL-2017-05-05-1995. Expires May 2018.

SOURCE Russell Investments Canada Limited

For further information: Steve Claiborne, 206-505-1858, newsroom@russellinvestments.com; For real-time news updates, follow @Russell_Invest on Twitter. Russell Investments Canada Limited, 1 First Canadian Place, 100 King Street West, Suite 4510, Toronto, ON M5X 1E4, russellinvestments.com/ca

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