Investment Solutions > Russell Diversified Monthly Income Portfolio
Fund Details
The portfolio is designed to generate income and growth potential to help investors pay for the discretionary lifestyle expenses that can make retirement more enjoyable. The portfolio can also be used as a tool to manage estate assets by foregoing monthly income and instead opting to re-invest distributions. By opting to re-invest the monthly distributions, the Portfolio can grow at a faster rate. The portfolio, which consists of 60% equity and 40% fixed income, invests in six underlying Russell pools, which are diversified by multiple asset classes, investment styles and money managers. It provides investors with a complete solution that includes the continuous monitoring and the automatic rebalancing needed to ensure that the asset allocation and investment portfolio remain on track.
Goal
To provide income and long–term capital growth primarily through exposure to Canadian and foreign equity securities and, to a lesser extent, exposure to fixed–income investments.
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Fund Peformance
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
