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Russell Investments
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International shares, Shares

Russell Investments Hedged Sustainable Global Shares Fund

The Russell Investments Hedged Sustainable Global Shares Fund is a PIE Fund providing ultra low-cost, diversified exposure to the global share market and targets being fully hedged to the New Zealand dollar.

Risk indicator
5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
0.29% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
$1.497

As at 30/10/2026. Buy/sell spread 0.16% / 0.14%.

About this fund

The Russell Investments Hedged Sustainable Global Shares Fund is a PIE Fund providing ultra low-cost, diversified exposure to the global share market and targets being fully hedged to the New Zealand dollar. The Fund is designed to provide access to a broad range of global shares, in developed and emerging markets, while reducing exposure to carbon emissions and fossil fuel reserves by 50% compared to its broad market benchmark. The Fund also increases exposure to companies with a high responsible investment rating and to those participating in the transition to renewable energy.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Russell Investments
Fund type
Managed fund (PIE)
Asset class
International shares, Shares
Management style
Active
Inception date
14/12/2021
Fund size
$1011.09M as at 30/10/2026
Distributions
Semi-annually
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available

Fund performance

Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.

Growth of $10,000

Russell Investments Hedged Sustainable Global Shares Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Russell Investments Hedged Sustainable Global Shares Fund
-1.85%
-0.31%
10.93%
21.23%
–
–
10.26%

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

What the fund invests in

A snapshot of the fund’s investments, updated from the manager’s latest fund update.

Asset allocation

International shares
98.9%
Listed property
1.4%
Cash
2.9%

As at 30/06/2026. Source: Morningstar.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
0.29% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.16% / 0.14%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Russell Investments logo
About the manager

Russell Investments

Russell Investments has eight managed funds on the InvestNow platform – including international and New Zealand fixed interest funds, plus international and Australasian equities.

Learn more about Russell Investments, their investment options available to InvestNow customers plus access their latest news & updates.

View Russell Investments
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Ready to invest in Russell Investments Hedged Sustainable Global Shares Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.