SOURCE: Russell Investments

Russell Investments

February 25, 2013 11:10 ET

Global Defensive Equity: The Russell Global Defensive Index Outperformed the Russell Global Index for 1, 3, 5 & 10 Yrs as of February 21st

SEATTLE, WA--(Marketwire - Feb 25, 2013) - The Russell Global Defensive Index has outperformed its parent the Russell Global Index, in some periods by two percent or more, over the last decade. The Index returned 12.8% for one year, 12.9% for three years (annualised), 7.0% for five years (annualised) and 8.3% for ten years (annualised) as of February 21st, 2013. 

"The Russell Global Defensive Index identifies and ranks securities based on sensitivity to economic cycles, credit cycles and market volatility, factors that we collectively refer to as stability. The Index measures the performance of the most stable global stocks exhibiting characteristics of higher quality and lower volatility," said Phil Hoffman, global equity portfolio manager with Russell Investments. "Historical performance of the index helps support the conviction that an actively managed global equity portfolio of more stable defensive stocks has the potential for superior risk and reward characteristics over time."

 
Russell Indexes Performance
 
Russell Index   1 Year Return a/o 21/2/13   3 Year Return a/o 21/2/13 (annualised)   5 Year Return a/o 21/2/13 (annualised)   10 Year Return a/o 21/2/13 (annualised)
Russell Global Index   10.0%   10.9%   4.6%   7.8%
Russell Global Defensive Index   12.8%   12.9%   7.0%   8.3%
                 

Source: Russell Investments

Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.

Please note: Indexes are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. Russell's publication of the Indexes or Index constituents in no way suggests or implies a representation or opinion by Russell as to the attractiveness of investing in a particular security. Inclusion of a security in an Index is not a promotion, sponsorship or endorsement of a security by Russell and Russell makes no representation, warranty or guarantee with respect to the performance of any security included in a Russell Index. Index returns are presented in euro-denominated terms. 

Opinions expressed by Mr. Hoffman reflect market performance and observations as of February 21, 2013 and are subject to change at any time based on market or other conditions without notice. Past performance does not guarantee future performance.

The Russell Global Index includes more than 10,000 securities in 48 countries and covers 98% of the investable global market. All securities in the index are classified according to size, region, country and sector. Daily Returns for the main components are available here: http://www.russell.com/indexes/data/daily_total_returns_global.asp

Russell Investment Group is a Washington, USA Corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.