Russell Investments Australian Responsible Investment ETF (RARI) Report & Performance

What is the Russell Investments Australian Responsible Investment ETF fund?

Russell Investments Australian Responsible Investment ETF aims to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index (Index) over the long term. The Fund seeks to track the performance of the Index by investing predominantly in Australian shares and trusts listed on the ASX. The Index is weighted to companies that demonstrate positive environmental, social and governance characteristics after negatively screening for companies that have significant involvement in a range of activities deemed by us to be inconsistent with widely recognised responsible investment considerations. The Index is also weighted to improve expected future income (including franking credits).

  • Invests in Australian shares and trusts listed on the Australian Securities Exchange (ASX), with the aim of providing investors with exposure to an ESG enhanced, responsible investment portfolio.
  • Derivatives may also be used to a limited extent to obtain or reduce exposure to such securities.

Growth of $1000 Investment Over Time

Performance Report

Peer Comparison Report

Peer Comparison Report

Product Snapshot

  • Performance Review
  • Product Overview
  • Peer Comparison
  • Product Details

Performance Review

Fund Name Last Month
? Returns after fees in the most recent (last) month).
3 Months Return
? Returns after fees in the most recent 3 months.
1 Year Return
? Trailing 12 month returns.
3 Years Average Return
? Average Annual returns from the last 3 years.
Since Inc. Average Return
? Average (annualised) returns since inception
1 Year Std. Dev. (Annual)
? The standard deviation (or annual volatility) of the last 12 months.
3 Years Std. Dev. (Annual)
? The average standard deviation (or annual volatility) from the last 3 years.
Since Inc. Std. Dev. (Annual)
? The average standard deviation (or annual volatility) since the fund inception.
1 Year Max Drawdown
? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
3 Year Max Drawdown
? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Since Inc. Max Drawdown
? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Russell Investments Australian Responsible Investment ETF1.57%8.37%25.37%7.2%8.69%13.09%14.78%14.62%-5.52%-13.33%-29.05%

Product Overview

Peer Comparison

Product Details

Product Due Diligence

What is Russell Investments Australian Responsible Investment ETF

Russell Investments Australian Responsible Investment ETF is an ETFs – Exchange Traded Funds investment product that is benchmarked against ETF and sits inside the (ETF) Domestic Equity - Large Cap Strategy Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The Russell Investments Australian Responsible Investment ETF has Assets Under Management of $ 293.59M with a management fee of 0.45%, a performance fee of 0 and a buy/sell spread fee of 0.2%.

How has the investment product performed recently?

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Does the investment product produce Alpha over its Peers?

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What level of diversification will Russell Investments Australian Responsible Investment ETF provide?

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