Why invest with us

We aspire to help every client who invests with us realise their long-term financial potential. After all, your success is our success. This is how we do it:

  • Proven long-term investment strategies* - we manage our funds with long-term investment results in mind. Our focus is always on the end result - the return you take home, after tax and expenses.

  • Low costs - management fees can eat into your investment returns so we make sure we keep ours low. Our management costs are around half the industry median**.

  • Transparent reporting - investors have a right to know the risks and real value of their investments, so we provide accurate and candid investment information. In fact, we were the first fund manager in Australia to publish after-tax returns.

  • Investor education - our Plain Talk® education series is designed to help improve your financial literacy so you can make better informed investment decisions. You can also register to receive our free weekly e-newsletter, Smart Investing. Robin Bowerman - Vanguard's Head of Retail - shares investment and personal finance insights gained from two decades in the finance industry as writer, commentator and editor.

  • Exceptional service - clients who entrust their money with us deserve to be treated with integrity, loyalty and respect. Near enough, is not good enough for us. We do our best to make sure we meet our clients' expectations day in, day out.

Why indexing - The real question is why not?

Since first being introduced in the United States in the early 1970s, indexing has become an important way of investing for institutional and individual investors around the world. In Australia, index funds now exceed $170 billion, or 16% of the total investment management market. Vanguard Investments Australia is currently ranked number one in indexing in Australia with just over 33% market share***.

Click here to find out what makes indexing a great investment option.

* Past performance is not an indication of future performance.
** Source: Standard & Poor's Research as at February 2006
*** Latest Rainmaker information - December quarter 2007

Jeremy Duffield

Jeremy G Duffield

Managing Director

 

We're here to serve the long-term interests of investors, not ourselves. When you invest with Vanguard you can expect plain talk, exceptional service and low-cost products that have stood the test of time.

 

 

 

ready to invest

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