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RARIRussell Investments · Equity - Australia Sectors · Equity · Australia · ESG

Russell Investments Australian Responsible Investment ETF

Fee p.a.
0.45%
ASX report
Fund size
A$437m
12m flow A$13m
Yield
5.7%
2 payments / yr
Volatility 3y
12.5%
annualised
Max DD 3y
−11.8%
all-time −38.5%
Listed
2015
1 July 2015 · spread 0.14%

Growth of $10,000

Since listing, distributions reinvested
$8k$10k$12k$14k$16k$18k$20k$22k201520172019202120232025
$10,000 at listing$20,658 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−2.5%
1.8%
3 months
5.1%
6 months
1.7%
Year to date
−0.7%
1 year
−1.9%
1.4%
3 years p.a.
10.5%
11.5%
5 years p.a.
6.1%
8.3%
10 years p.a.
7.4%
Since listing p.a.
6.4%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.52Vol 1y 12.8%Vol 5y 13.4%Max DD 1y −11.8%Max DD 5y −15.9%Best year 21.5%70% positive years

Calendar-year returns

2016
11.2%
2017
9.2%
2018
−4.1%
2019
21.5%
2020
−3.5%
2021
17.9%
2022
−5.5%
2023
10.5%
2024
16.3%
2025
10.7%
2026
−0.7%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Betashares Australia 200 ETF
0.04%
0.89
iShares Core S&P/ASX 200 ETF
0.05%
0.89
Vanguard Australian Shares Index ETF
0.07%
0.89
Vanguard Ethically Conscious Australian Shares ETF
0.16%
0.89
Betashares Geared Australian Equities Complex ETF
0.78%
0.89
SPDR S&P/ASX 200 ETF
0.05%
0.89
Betashares Wealthbuilder Aus200 Geared Complex ETF
0.35%
0.88
SPDR S&P/ASX 50 ETF
0.20%
0.88
SPDR S&P/ASX 200 ESG ETF
0.05%
0.86
Betashares Australian Dividend Harvester Active ETF
0.72%
0.86
Compare RARI with these →