Bringing you live news and features since 2006 

Investments

Russell launches Strategic Call Overwriting Fund

RELATED TOPICS​

Russell Investments has launched the Russell Strategic Call Overwriting Fund in response to interest from financial advisers in Russell’s proprietary call overwriting strategy.



The new fund provides advisers and their clients with access to the first non-cash retail fund managed directly by Russell’s portfolio managers without underlying managers.

The fund aims to provide total returns with lower volatility than US equity markets, seeking gains from writing call options and from its equity portfolio and seeking income from dividends on stocks held.

“In our conversations with advisers, we have consistently heard that they are looking to provide clients with a call overwriting strategy to support long-term wealth creation while managing overall portfolio volatility,” says Phill Rogerson, managing director of consulting and product development for Russell’s US adviser-sold business. “Interest has only increased in the current volatile market environment and we are pleased to be able to activate Russell’s proprietary research in a mutual fund format that provides advisers and their clients with a key tool to employ this investment approach.”

The launch of the Russell Strategic Call Overwriting Fund follows several enhancements to Russell’s multi-asset portfolios and retail product offerings, including the launch of the Russell Multi-Strategy Alternative Fund and Russell US Strategic Equity Fund as well portfolio reallocations and fund strategy changes to incorporate insights based on the Russell Stability Indexes style-based benchmarks.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Jigna Gibb, Bloomberg
Bloomberg Indices has recently hired Jigna Gibb as Head of Commodities and Crypto Index Products, to lead its commodities and...
Robert Minter, director of ETF investment strategy at abrdn takes a look at passive investing in commodities and shares his...
Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by