Fund manager
Russell Investments
Russell Investments NZ Limited
Global multi-manager firm running diversified and sector index funds in NZ.
- Funds tracked
- 8
Peer managers
Other NZ managers in International Equities
Scheme governance
Audit, trustee, history
Australasian Equities
NZ and Trans-Tasman shares — active, index and ETF wrappers.
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
- Fee
- 0.93%
- 5y return
- 11.07%
- Risk
- 4/7
- Fee
- 0.92%
- 5y return
- 6.93%
- Risk
- 5/7
- Fee
- 0.33%
- Risk
- 5/7
- Fee
- 0.33%
- Risk
- 4/7
New Zealand Fixed Interest
NZ government and corporate bonds.
International Fixed Interest
Global aggregate, corporate and sovereign bonds.
Other
Infrastructure, Bitcoin and specialty income funds.
Questions about Russell Investments
How many managed funds does Russell Investments offer in New Zealand?▾
Russell Investments runs 8 retail managed funds available to New Zealand investors, across 5 asset classes: Australasian Equities, International Equities, International Fixed Interest, New Zealand Fixed Interest, Other. Counts are taken from the FMA Disclose register.
What does Russell Investments charge?▾
Annual fund charges across Russell Investments's 8 funds with published data range from 0.33% to 1.08% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.
Is Russell Investments a licensed fund manager in New Zealand?▾
Russell Investments operates in New Zealand as Russell Investments NZ Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.
Are Russell Investments's funds PIEs?▾
8 of Russell Investments's 8 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.
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