Russell Investments Glbl Defensive Eqty A USD Acc

Ranked 2 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Managed by

Graeme Allan

Graeme Allan works as a portfolio manager for Russell Investments within the organization’s Investment Division. Graeme is responsible for the management of various Global and International equity funds. Since joining Russell Investments in September 2000, Graeme has spent time specializing in Emerging Market equities, UK equities, European equities, and Global equities. He has performed both manager research and portfolio management functions in his time at Russell Investments.

Will Pearce

Objective

The Fund aims to achieve a long term capital growth on your investment by investing in the shares of companies worldwide, using a multi-strategy investment style, which means that the Fund uses several different money managers and/or strategies managed by Russell Investments to achieve its objective. At least two-thirds of the Fund's value is invested in companies that exhibit high quality characteristics and are expected to be resilient during periods of stock market weakness, but still offer the potential for gains during periods of market strength.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -3.1% -5.0% 6.1% 4.9% -8.3%
2017 12.7% 6.3% 0.7% 1.2% 4.0%
2016 24.1% 4.5% 9.5% 4.7% 3.7%
2015 6.0% 7.7% -6.2% -2.4% 7.5%
2014 12.8% 1.6% 1.6% 2.5% 6.5%
2013 18.9% 16.0% 0.7% -2.3% 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Russell Investments U.S. Dollar Cash II R Roll Up 3.58%
Johnson & Johnson ORD 2.46%
Oracle Corp ORD 2.03%
Alphabet Inc ORD 1.61%
Moody's Corp ORD 1.58%
Mastercard Inc ORD 1.56%
PepsiCo Inc ORD 1.51%
Roche Holding AG Par 1.51%
Keyence Corp ORD 1.41%
Nestle SA ORD 1.26%
28/02/2019

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. United Kingdom

Fund Info

  • Launch date28/11/2012
  • Share Class size69Mn
  • Base currencyUSD
  • ISIN IE00B8C19N26

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.95%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).