Get the free PDS Russell Balanced Fund Class C - Russell Investments

Russell Balanced Fund Class C ARSON: 094 799 345 AIR: RIM0011AU 1 June 2015 Important Information Contents About this Product Disclosure Statement (PDS) 1. About Russell Investment Management Ltd

How to fill out pds russell balanced fund

How to fill out PDS Russell Balanced Fund:

1. Start by obtaining a copy of the PDS (Product Disclosure Statement) for the Russell Balanced Fund. This document contains important information about the fund, including its investment strategy, fees, and risks.
2. Read the PDS carefully to understand the fund's investment objectives, risks, and any limitations. This will help you determine if the Russell Balanced Fund aligns with your investment goals and risk tolerance.
3. Take note of the application process mentioned in the PDS. Typically, you will be required to complete an application form, which may be available online or sent to you by mail.
4. Fill out the application form accurately, providing all the necessary personal information, including your name, address, contact details, and tax file number (TFN), if applicable.
5. Indicate the investment amount you wish to allocate to the Russell Balanced Fund. Some forms may also allow you to choose between making a lump sum investment or setting up regular contributions.
6. Consider whether you want to reinvest any distributions generated by the fund or receive them as cash payments. Make the appropriate selection on the application form.
7. If you are investing through a financial advisor or platform, make sure to provide their details as required. They may assist you in completing the application process.
8. Carefully review all the information you have provided on the form to ensure its accuracy and completeness.
9. If required, attach any supporting documents mentioned in the application form or the PDS, such as certified identification documents or proof of residency.
10. Before submitting the application, double-check that you have included all the required paperwork and signed the form, as indicated.
11. You may need to mail the completed application form to the address specified in the PDS or submit it electronically, depending on the options provided.
12. It is advisable to keep a copy of the filled-out application form and any other filed documents for your records.

Who needs PDS Russell Balanced Fund:

1. Individuals looking for a balanced investment option that offers a mix of growth and income assets.
2. Investors who are willing to accept moderate levels of risk for potentially higher returns.
3. Those seeking diversification in their investment portfolio by gaining exposure to a blend of different asset classes such as equities, fixed income, and cash.
4. People who prefer professional management of their investments and want access to skilled investment managers at Russell Investments.
5. Investors who want the flexibility to invest a lump sum or make regular contributions to the fund.
6. Individuals who have read and understood the PDS and its contents, and find the investment strategy and objectives of the Russell Balanced Fund suitable for their financial goals.
7. Investors who are comfortable with the fees and charges associated with the fund, as outlined in the PDS.
8. Those who have a medium to long-term investment horizon as the Russell Balanced Fund focuses on delivering returns over such timeframes.

For pdfFiller’s FAQs

What is pds russell balanced fund?

PDS Russell Balanced Fund is a type of investment fund that aims to provide a balance between capital growth and income.

Who is required to file pds russell balanced fund?

Investors who have invested in PDS Russell Balanced Fund are required to file the necessary documentation.

How to fill out pds russell balanced fund?

To fill out PDS Russell Balanced Fund, investors need to provide information about their investment amounts, personal details, and any additional required documentation.

What is the purpose of pds russell balanced fund?

The purpose of PDS Russell Balanced Fund is to help investors achieve a balance between capital growth and income through diversified investments.

What information must be reported on pds russell balanced fund?

Information such as investment amounts, personal details, and any other required documentation must be reported on PDS Russell Balanced Fund.

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