Get the free PDS: Russell Balanced Fund Class A - Russell Investments

Russell Balanced Fund Class A ARSON: 094 799 345 AIR: RIM0001AU 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 gathering all necessary information and documentation. This may include your personal identification details, financial information, and investment goals.
2. Read the Product Disclosure Statement (PDS) provided by Russell Balanced Fund thoroughly. The PDS contains essential information about the fund, its investment strategy, risks, fees, and performance history.
3. Identify the specific application form required to invest in the Russell Balanced Fund. This form can typically be found within the PDS or on the fund's website.
4. Complete the application form accurately and legibly. Provide your personal information, including your name, contact details, and tax file number (TFN). Make sure to provide accurate details regarding your investment amount, investment options, and any additional instructions.
5. If necessary, consult with a financial advisor or seek professional guidance to ensure that the Russell Balanced Fund aligns with your investment objectives and risk tolerance.
6. Once you have completed the application form, review it carefully to ensure that all information is accurate and complete. Double-check important details such as your signature, date, and any specific requirements mentioned in the PDS.
7. Prepare any additional documentation that may be required, such as proof of identification or residency, bank account details for direct debit or dividend payments, or additional investment documentation if applicable.
8. Submit the completed application form and any additional documentation as per the instructions provided in the PDS. This may entail sending the documentation directly to the fund manager or submitting it online through their secure portal.

Who Needs PDS Russell Balanced Fund:

1. Individuals looking for a diversified investment option that balances exposure to both Australian equities and fixed income securities.
2. Investors seeking steady long-term growth potential while also managing risk by diversifying across different asset classes.
3. Those who are interested in investing in a managed fund with a proven track record of performance and expertise in asset allocation.
4. Individuals who are comfortable with the fund's investment strategy and its associated risks and are willing to hold their investments over the medium to long term.
5. Investors who prefer a professionally managed fund rather than selecting and managing individual investments themselves.

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 balanced portfolio of stocks, bonds, and other assets to investors.

Who is required to file pds russell balanced fund?

Investment managers or individuals who hold investments in PDS Russell Balanced Fund are required to file the necessary documents and reports for compliance purposes.

How to fill out pds russell balanced fund?

To fill out PDS Russell Balanced Fund, you need to provide detailed information about your investments, including the type of assets, the amount invested, and any returns or losses incurred.

What is the purpose of pds russell balanced fund?

The purpose of PDS Russell Balanced Fund is to help investors diversify their portfolios and achieve a balanced mix of risk and return.

What information must be reported on pds russell balanced fund?

Information such as investment holdings, performance data, fees, and expenses must be reported on PDS Russell Balanced Fund.

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