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Russell Inv LifePoints Balanced Strat R1 RBLRX Sustainability

| Quantitative rating as of | See Russell Investments Investment Hub

Sustainability Analysis

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Sustainable Summary

Russell Inv LifePoints Balanced Strat Fd has several promising attributes that may appeal to sustainability-focused investors.

The ESG risk of Russell Inv LifePoints Balanced Strat Fd's holdings is comparable to its peers in the Moderate Allocation category, thus earning an average Morningstar Sustainability Rating of 3 globes. Funds in the same category rated 4 or 5 globes tend to hold securities less exposed to ESG risk. ESG risk provides investors with a signal that reflects to what degree their investments are exposed to risks related to material ESG issues, such as climate change and inequalities, that are not sufficiently managed. ESG risk differs from impact, which is about seeking positive environmental and social outcomes.

One key area of strength for Russell Inv LifePoints Balanced Strat Fd is its low Morningstar Portfolio Carbon Risk Score of 9.18 and low fossil fuel exposure of 6.81% over the past 12 months, which earns it the Morningstar Low Carbon Designation. Thus, the companies held in the portfolio are in general alignment with the transition to a low-carbon economy.

One potential issue for a sustainability-focused investor is that Russell Inv LifePoints Balanced Strat Fd doesn’t have an ESG-focused mandate. A fund with an ESG-focused mandate would have a higher probability to drive positive ESG outcomes.

The fund has a modest level of exposure (7.66%) to companies with high or severe controversies. Companies with high or severe controversies are involved in incidents such as corruption, employee abuses, environmental incidents, and corporate scandals that pose serious business risks to the company.

ESG Commitment Level Asset Manager

An ESG Commitment Level Asset Manager rating is not assigned to this investment.

Morningstar analysts award an ESG Commitment Level Asset Manager ratings to investments that also receive Morningstar Analyst Ratings. Not all investments currently have Asset Manager rating. Morningstar is expanding its coverage, prioritizing investments that are most relevant to investors.