Who it may suit
- investors with short-term investment timeframes
- investors seeking capital stability
- investors seeking a tax-effective investment
Objectives
To match the total return of the Vanguard Cash Plus Index before taking into account fees, expenses and taxes.
The index has an allocation to the following notional securities
- 85% to a 6 month discount security
- 7.5% to a 1 year fixed interest security
- 7.5% to a 2 year fixed interest security
Benefits
| Low risk and capital stability |
|
| Opportunities for higher yields than traditional cash investments |
|
| Low fees |
|
Investment requirements and fees
| Minimum investment amounts | |
| Initial investment |
$100,000
|
| Buy/sell spread | |
| Purchase |
Nil
|
| Withdrawal |
Nil
|
| Management costs | |
| Management costs | 0.29% p.a. |
| Member account keeping fee | Nil |
Administration/plan management fee For the first $50,000 For the balance over $50,000 |
0.75% p.a. 0.50% p.a. |
Risk/return profile
At Vanguard, we believe it's just as important to understand the risks and costs of investing, as it is to know about the rewards.
Our risk/return profiler illustrates the expected risk level and potential return for the Cash Plus option based on historical data. It's important to remember that past performance is no guarantee of future performance and risk/return profile of each fund may vary from year to year.
