Are you happy with your current fund provider?

Use our tool to learn if your provider is giving you everything you need

Start
Do you receive ten year performance forecasts for long-term planning?
Yes
No
Are you given an honest assessment of how much each fund could fall by?
Yes
No
Does your reporting mirror your clients’ specific investment timeline?
Yes
No
Are you able to enhance client meetings with interactive tools?
Yes
No
Are you provided with materials to prevent clients from exiting the market at the wrong time?
Yes
No
Are you regularly invited to network with other advisers face to face?
Yes
No
Does your provider help you to structure and grow your business?
Yes
No
Do you have a plan for what to do with your business when you retire?
Yes
No

Just confirm your details

    We won’t share this information with anyone else and your data will remain utterly confidential:

Your Happiness Rating
Adviser Business Support:

0%

Happy

Client Relationship Support:

0%

Happy


See how we support our clients at Russell Investments
Current Provider
Russell Investments

Performance Forecasts
more info

Most providers will give you guidance on past performance, but Russell Investments uses sophisticated modelling techniques to provide predictions of how our funds may perform up to 10 years in the future.
Honest Risk Assessment
more info

Russell Investments won’t only tell you how much your clients fund could grow, we’ll also tell you how much each fund could fall. Most providers won’t provide this kind of honest assessment and this will help you have an open conversation with your clients about how much risk they can afford.
Transparent Reporting
more info

Most providers give 1 year, 3 year and 5 year performance numbers and discrete year’s numbers over 5 years, but most clients won’t have invested for these time periods and so the reporting won’t match their actual experience. By providing rolling 12 month periods, our reporting matches your clients' own experience, regardless of when they invested.
Client Support Materials
more info

Russell Investments doesn’t just provide information on its own funds. It also gives you materials to help explain the principles of investing. Left to their own devices, it’s been shown that most retail investors will exit the market at the wrong time as a result of panic. These materials, written in clear language, are designed to help you save your clients from themselves.
Interactive Tools
more info

Designed to work on ipads and laptops, our suite of digital tools help you to demonstrate many of the key things you’ll want to communicate with clients: the value of diversification, the value of staying invested, and are designed to help you run a more interactive meetings and differentiate yourself from your peers.
Free Adviser Academy
more info

We all know it’s not easy to take time out to focus on your own business. Russell Investments has developed a training academy to help you upskill, quickly. Whether you need support in planning , marketing or succession planning, the academy is completely free and you’ll join a community of 1200 UK advisers.
Regular Networking
more info

We invite the highest quality advisers to join our Adviser Sphere network. It's an opportunity for you to meet like-minded advisers and share ideas, peer to peer. It's not like other investment events – we cover topics ranging from strategic persuasion, improving your marketing and how to give back to the community. 
Succession Planning
more info

We offer advisers a Client Transfer Programme to find a like-minded adviser to buy your book and continue to service your clients should you want to retire. Giving you the financial security you need for retirement.
I'd like to know more about how Russell Investments can support me
Thank you. One of our team will be in touch

How confident are you that your funds will perform as predicted?

Your current confidence rating:

5%

How often our funds perform as predicted:

98%


Why you can trust our funds to deliver

We bring institutional investment expertise to retail investors

We have over 45 years of experience in multi-asset investing

We only sell to retail clients through a financial adviser

*In the 62 rolling annual time periods since inception in 2010, the ten Russell Investments Model Portfolios delivered as predicted or better returns 98.2% of the time, to one standard deviation.

Learn more about our Multi-Asset Growth Range

Select the risk level your client would be most comfortable with

Low
Low-Mid
Mid
Mid-High
High

The Multi-Asset Growth Range uses the same team and processes as our flagship institutional fund and our own pension scheme. This means that your clients can benefit from the same level of investment research, selection and management expertise as enjoyed by the most demanding investors, including Sainsburys, Coca Cola and our own pension fund at Russell Investments.

And it works. Our funds delivered as predicted or better in 98.2% of time periods (to one standard deviation). This degree of reliability is possible because of our multi-asset, multi-manager approach that spreads the risks across asset classes, geographies and manager style.

Target return:
£1,508
5% chance it could be greater than:
£1,948
5% chance it could be less than:
£1,136
Multi-Asset Growth fund I

With a signicant portion invested in Fixed Income, this is the lowest risk fund in the growth range. It is designed to minimise falls in value while providing the potential for some growth.


Target return:
£1,599
5% chance it could be greater than:
£2,324
5% chance it could be less than:
£1,058
Multi-Asset Growth fund II

Well-diversified but with a bias to low risk assets, this fund is designed to protect your capital while delivering growth potential.


Target return:
£1,695
5% chance it could be greater than:
£2,801
5% chance it could be less than:
£971
Multi-Asset Growth fund III

The fund targets capital growth over the long term by combining a range of investments such as equities, bonds and commodities which we actively manage in response to our market insights.


Target return:
£1,777
5% chance it could be greater than:
£3,329
5% chance it could be less than:
£880
Multi-Asset Growth fund IV

A higher growth option, this fund has a larger allocation to equities whilst remaining well-diversified. It offers enhanced potential for growth over the long term.


Target return:
£1,819
5% chance it could be greater than:
£3,829
5% chance it could be less than:
£794
Multi-Asset Growth fund V

The most adventurous in the multi-asset growth suite, this fund is suitable for investors who require more growth potential over the long term and are comfortable with some degree of risk.


Based on £1,000 being invested over 10 years. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Any forecast, projection or target is indicative only and not guaranteed in any way.

Based on £1,000 being invested over 10 years. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Any forecast, projection or target is indicative only and not guaranteed in any way.

As with all investments, remember your clients' capital is at risk and past performance is not necessarily a guide to future performance. Please note forecasted return, risk, and correlation is based on assumptions. Expected returns employ proprietary projections of the returns of each asset class. We estimate the performance of an asset class or strategy by analyzing current economic and market conditions and historical market trends. It is likely that actual returns will vary considerable from these assumptions, even for a number of years. References to future returns for either asset allocation strategies or asset classes are not promises or even estimates of actual returns a client portfolio may achieve. Asset classes are broad general categories which may or may not correspond well to specific products.

Tanja Bosnak

Contact Tanja Bosnak

If you'd like to discuss any specific needs or have a question, do contact me direct:

020 7024 6511TBosnjak@russellinvestments.com