Factual snapshot
Russell Investments — review
Mechanical, source-cited snapshot of Russell Investments's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 8
- Median annual fee
- 0.68%
- Median FMA risk
- 4.5/7
- Tracked NZ retail AUM
- $2.86 billion
Universe median 0.84%
Standardised 1–7 scale
Sum of fund sizes (8/8 on file)
About Russell Investments
Global multi-manager firm running diversified and sector index funds in NZ.
- Legal name
- Russell Investments NZ Limited
Fee position vs peers
Per-asset-class median annual fund charge for Russell Investments vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Russell Investments funds | Russell Investments median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International Equities | 4 | 0.63% | 0.61% (77) | priced in line with the peer median (0.61%) |
| Australasian Equities | 1 | 0.78% | 1.02% (57) | priced 24 bps below the peer median (1.02%) |
| NZ Fixed Interest | 1 | 0.49% | 0.65% (13) | priced 16 bps below the peer median (0.65%) |
| International FI | 1 | 0.58% | 0.71% (30) | priced 13 bps below the peer median (0.71%) |
| Other | 1 | 1.08% | 1.05% (7) | priced in line with the peer median (1.05%) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of Russell Investments's 8 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
Russell Investments's funds
- Russell Investments NZ Shares FundAustralasian EquitiesPIE · capped at PIR (max 28%)0.78% fee 5/7 risk
- Russell Investments Global Shares FundInternational EquitiesPIE · capped at PIR (max 28%)0.93% fee 4/7 risk
- Russell Investments Hedged Global Shares FundInternational EquitiesPIE · capped at PIR (max 28%) NZD hedged0.92% fee 5/7 risk
- Russell Investments Hedged Sustainable Global Shares FundInternational EquitiesPIE · capped at PIR (max 28%) NZD hedged Responsible / ethical0.33% fee 5/7 risk
- Russell Investments Sustainable Global Shares FundInternational EquitiesPIE · capped at PIR (max 28%) Responsible / ethical0.33% fee 4/7 risk
- Russell Investments Global Fixed Interest FundInternational FIPIE · capped at PIR (max 28%)0.58% fee 4/7 risk
- Russell Investments NZ Fixed Interest FundNZ Fixed InterestPIE · capped at PIR (max 28%)0.49% fee 3/7 risk
- Russell Investments Global Listed Infrastructure FundOtherPIE · capped at PIR (max 28%)1.08% fee 5/7 risk
Questions about Russell Investments
Is Russell Investments a good fund manager?
Whether Russell Investments suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: Russell Investments runs 8 retail managed funds in our coverage, with a median annual fund charge of 0.68% across that range (vs the NZ universe median of 0.84%), and a median FMA risk indicator of 4.5 out of 7. For personalised guidance, see a licensed financial adviser.
What does Russell Investments charge?
Russell Investments's 8 funds in our coverage carry a median annual fund charge of 0.68% (range 0.33% – 1.08%). The annual fund charge is the headline ongoing cost disclosed on every Quarterly Fund Update on the FMA Disclose register. Cross-validate via the per-fund pages, which link to source documents.
How big is Russell Investments?
Across the 8 funds with on-file fund-size data, Russell Investments's tracked NZ retail AUM totals NZD 2.86 billion. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. Russell Investments may manage materially larger assets in those categories.
What kind of funds does Russell Investments run?
Russell Investments's range of 8 funds in our coverage is weighted toward international equities (4 funds). The range also includes 1 australasian equities fund and 1 nz fixed interest fund. See the full list at /providers/russell/.
Other managers running international equities funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.