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Russell Investments Low Carb Australian Shares A - Managed Fund

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.44% 9.15% 6.18% 13.64% 12.57% 13.1% 11.48% -%
Growth return 1.44% 9.15% 5.69% 11.43% 9.46% 9.54% 7.25% -%
Income return 0% 0% 0.49% 2.21% 3.11% 3.56% 4.23% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.41% 9.5% 6.44% 13.81% 12.95% 13.56% 11.85% 8.86%
As at 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
94.02%
International Equities
4.30%
Cash
-0.74%
Property & Infrastructure
1.52%
Fixed Interest
0.30%
Alternatives
0.61%

General Information

Fund Details
Type Description
Russell Investments Low Carb Australian Shares A
Russell Investment Management Limited
RIM1702AU
Equity Australia Large Blend
Not Rated
Investment Fund
8 Feb 2019
n/a
$1.3796 (as at 7 Jul 2025)
$1.3768 (as at 7 Jul 2025)
Open
Offer information
Type Description

FAQs about the Russell Investments Low Carb Australian Shares A

The objective of the Russell Investments Low Carb Australian Shares A managed fund is

The strategy of the Russell Investments Low Carb Australian Shares A managed fund is

The APIR code of the Russell Investments Low Carb Australian Shares A managed fund is RIM1702AU.

Russell Investments Low Carb Australian Shares A’s total return last month was 1.44%. This was made up of a growth return of 1.44% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

Russell Investments Low Carb Australian Shares A’s total return for the last three months was 9.15%. This was made up of a growth return of 9.15% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

Russell Investments Low Carb Australian Shares A’s one-year total return is 13.64%. This was made up of a growth return of 11.43% and an income return of 2.21%. These returns were calculated as at 30 Jun 2025.

Russell Investments Low Carb Australian Shares A’s one-year total return is 13.1%. This was made up of a growth return of 9.54% and an income return of 3.56%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the Russell Investments Low Carb Australian Shares A managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Russell Investments Low Carb Australian Shares A managed fund is Russell Investment Management Limited.

The Russell Investments Low Carb Australian Shares A managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at , the size of the Russell Investments Low Carb Australian Shares A managed fund was $ million.

The Russell Investments Low Carb Australian Shares A managed fund has an inception date of 8 Feb 2019.

The current entry price of the Russell Investments Low Carb Australian Shares A managed fund is $1.3796 per unit and the current exit price is $1.3768 per unit (as at 7 Jul 2025).

The current exit price of the Russell Investments Low Carb Australian Shares A managed fund is $1.3768 per unit and the current entry price is $1.3796 per unit (as at 7 Jul 2025).

The minimum initial investment amount for the Russell Investments Low Carb Australian Shares A managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.