Russell Investments Expands Canadian ETF Lineup With Five New Offerings

Executive Summary

• Russell Investments Canada Limited announced the launch of five new exchange‑traded funds (ETFs) on the Toronto Stock Exchange.
• The lineup includes two fixed‑income ETFs (HALO and RBND) and three multi‑factor equity ETFs (RQCA, RQUS, RQIN), expanding the firm’s Canadian ETF platform.
• Management fees are 0.35% for the fixed‑income ETFs and 0.30% for the equity ETFs, offering cost‑effective core portfolio solutions.

Key Details

• ETF Names & Tickers:
• Russell Investments Fallen Angels ETF – HALO
• Russell Investments Core Plus Fixed Income ETF – RBND
• Russell Investments Multi‑Factor Canadian Equity Pool – RQCA
• Russell Investments Multi‑Factor U.S. Equity Pool – RQUS

• Russell Investments Multi‑Factor International Equity Pool – RQIN

• Fixed‑Income Strategies:

• HALO targets “fallen angels” bonds (downgraded from investment grade to high yield) as a return enhancer/diversifier.

• RBND combines the active fixed‑income pool ETF (RIFI) ≈ 80% with HALO ≈ 20%, delivering a core‑plus solution.

• Equity Strategies:

• RQCA, RQUS and RQIN provide access to Russell Investments’ proprietary multi‑factor equity models for Canadian, U.S., and international markets, previously available only in mutual‑fund form since 2018.

• Fees:

• Fixed‑income ETFs (HALO & RBND): 0.35% management fee.

• Multi‑factor equity ETFs (RQCA, RQUS, RQIN): 0.30% management fee.

• Strategic Rationale:

• Expands Russell’s Canadian product shelf to meet growing advisor demand for ETF solutions as core portfolio building blocks.

• Leverages the firm’s global research platform and factor‑based investing expertise to provide transparent, scalable options.

• Quote (President, Canada Advisor & Intermediary Solutions):

  “Canadian advisors are increasingly turning to ETFs as core portfolio building blocks… These new ETFs expand how investors can access our proprietary fixed income and equity capabilities, while reinforcing our commitment to providing cost‑effective choice across the core of client portfolios.”

• Additional Information:

• All five ETFs are listed on the TSX under the tickers noted above.
• The launch reflects Russell Investments’ continued commitment to evolving its Canadian product offering amid rising ETF adoption.