Vanguard's Property Securities option provides a low cost way to invest in a diversified portfolio of around 36 listed property securities across the retail, office, industrial, tourism and infrastructure sectors. Property securities have a combination of growth and income asset attributes, traditionally providing capital growth potential with lower risk than shares.
Who it may suit
- long-term investors (usually seven years plus)
- investors seeking long-term capital growth
- investors seeking a lower risk asset class than Australian or international shares
- those wanting to add diversification to their super strategy through property securities exposure
- investors seeking a tax-effective investment
Objectives
To match the total return of the S&P/ASX 300 A-REIT Index before taking into account fees, expenses and taxes.
Benefits
| Diversification and long-term capital growth potential |
|
| Low fees |
|
Investment requirements and fees
| Minimum investment amounts | |
| Initial investment |
$100,000
|
| Buy/sell spread | |
| Purchase |
+0.20%
|
| Withdrawal |
-0.20%
|
| Management costs | |
| Management costs | 0.34% 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 Property Securities option based on historical data. It's important to remember that past performance is no guarantee of future performance and the risk/return profile of each fund may vary from year to year.
