In their recent report Minimise Tax. Maximise your clients' portfolios, Navigator Research ranked Vanguard's Australian Share Index Fund in their top five Australian equity funds for tax effectiveness.
With fund turnover of only two per cent, Vanguard's fund had the lowest turnover of all funds in the sample. In fact, the average stock turnover was around 30 per cent.
Using a buy and hold approach and smart implementation techniques Vanguard's Australian Share Index Fund delivers savings to investors at two levels: transaction costs and tax.
Australian equities: when real returns matter
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 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
