Vanguard
Index Hedged International Shares Fund

Download fact sheet Investing internationally can increase your diversification and give access to industries and companies not available in Australia. After all, Australia represents less than 2% of the total world sharemarket.

 

Vanguard's Index Hedged International Shares Fund invests in most of the securities in the index providing maximum diversification and lower risk than many funds. The fund is fully hedged into the Australian dollar so you can invest in international sharemarkets without currency fluctuations impacting your return.


Who it may suit

  • long-term investors (usually seven years plus)
  • investors seeking long-term capital growth
  • investors using a satellite/core strategy seeking an index fund for the core of their international shares portfolio
  • investors seeking an international investment without the currency impact
  • self managed super funds
  • higher income earners using a gearing strategy
  • those wanting to add diversification by investing overseas

Objectives

To match the total return of the MSCI World ex-Australia Index (with net dividends reinvested) hedged into AUD before taking into account fund fees and expenses.


Benefits

Diversification and long-term capital growth potential
  • invests in around 1,700 shares listed on the exchanges of 22 of the world's major economies providing diversification and the potential for long-term capital growth
Access investment opportunities not available in Australia
  • provides access to some of the world's largest companies. You can also access new and growing industries not represented in Australia.
Fully hedged into the Australian dollar
  • protects against currency fluctuations
Low scaled fees
  • low management costs (around half the industry median) and no entry fees
  • scaled management fees apply to balances over $50,000
Regular savings plan
  • once you've opened your investment with $5,000 or more, you can use BPAY® to start a regular investment plan with as little as $100


Investment requirements and fees

Minimum investment amounts
Initial investment
$5,000
Additional investment by cheque
$1,000
Additional investment by BPAY®
$100
Holding balance
$3,000
Switch/withdrawal
$1,000
Buy/sell spread
Purchase
+0.35%
Withdrawal
-0.15%
Management costs
For the first $50,000
0.90% p.a.
For the next $50,000
0.60% p.a.
Balance over $100,000
0.35% 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 Vanguard Index Hedged International Shares Fund based on historical data. It's important to remember that past performance is no guarantee of future performance and return profile of each fund may vary from year to year.

 


GENERAL ADVICE WARNING
Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFSL 227263 / RSE Licence L0001335) is the product issuer. We have not taken your or your clients' circumstances into account when preparing our website content so it may not be applicable to the particular situation you are considering. You should consider your and your clients' circumstances, as well as our Product Disclosure Statements (PDS), before making any investment decision or recommendation. You can access our PDS on this website or by calling us. Past performance is not indicative of future performance.

© Copyright 2008 Vanguard Investments Australia Ltd

Vanguard Investments Australia