Wholesale Index Funds: Performance after tax

 

 Fund
 Summary 		 Unit Prices  Income
 Distributions 		 Performance
 Gross of Fees 		 Performance
 After Tax
After Tax Performance
Super Fund Individual - Mid Tax Individual - Top Tax Tax Exempt Entity
Super Fund (Currently Taxed at 15%)
Fund Name Return Scenario Performance (net of fees) for periods ended 31/10/2008
1 Year 3 Yrs (pa) 5 Yrs (pa) 6 Yrs (pa) 7 Yrs (pa) 8 Yrs (pa)
Asset Sector Index Funds
Vanguard Cash Reserve Fund Before Tax (Net of Fees) 7.63% n/a n/a n/a n/a n/a
After Tax On Distributions 6.63% n/a n/a n/a n/a n/a
After Tax If fully Redeem/Withdraw 6.52% n/a n/a n/a n/a n/a
Vanguard Cash Plus Index Fund Before Tax (Net of Fees) 8.51% 6.62% 6.11% 5.80% 5.58% 5.68%
After Tax On Distributions 7.31% 5.62% 5.20% 4.94% 4.74% 4.83%
After Tax If fully Redeem/Withdraw 7.23% 5.60% 5.18% 4.92% 4.73% 4.82%
Vanguard Australian Fixed Interest Index Fund Before Tax (Net of Fees) 10.18% 5.88% 5.96% 5.63% 5.42% 6.16%
After Tax On Distributions 9.47% 5.12% 5.15% 4.82% 4.60% 5.28%
After Tax If fully Redeem/Withdraw 8.90% 5.02% 5.08% 4.78% 4.59% 5.24%
Vanguard International Fixed Interest Index Fund (Hedged) Before Tax (Net of Fees) 8.09% 6.01% 6.73% 6.63% 6.73% 7.30%
After Tax On Distributions 6.87% 4.99% 5.54% 5.47% 5.49% 6.13%
After Tax If fully Redeem/Withdraw 6.86% 5.06% 5.64% 5.56% 5.60% 6.17%
Vanguard International Credit Securities Index Fund (Hedged) Before Tax (Net of Fees) 1.02% 3.40% 5.01% 5.68% 6.03% n/a
After Tax On Distributions -0.69% 2.78% 4.02% 4.58% 4.85% n/a
After Tax If fully Redeem/Withdraw 0.40% 2.88% 4.18% 4.74% 5.01% n/a
Vanguard Global Infrastructure Fund Before Tax (Net of Fees) n/a n/a n/a n/a n/a n/a
After Tax On Distributions n/a n/a n/a n/a n/a n/a
After Tax If fully Redeem/Withdraw n/a n/a n/a n/a n/a n/a
Vanguard Global Infrastructure Fund (Hedged) Before Tax (Net of Fees) n/a n/a n/a n/a n/a n/a
After Tax On Distributions n/a n/a n/a n/a n/a n/a
After Tax If fully Redeem/Withdraw n/a n/a n/a n/a n/a n/a
Vanguard Property Securities Index Fund Before Tax (Net of Fees) -55.41% -12.12% -0.40% 0.71% 2.06% 4.24%
After Tax On Distributions -55.67% -12.82% -1.09% 0.03% 1.38% 3.56%
After Tax If fully Redeem/Withdraw -49.84% -10.32% -0.00% 0.93% 2.09% 4.04%
Vanguard International Property Securities Index Fund Before Tax (Net of Fees) -24.11% -4.61% n/a n/a n/a n/a
After Tax On Distributions -24.12% -4.81% n/a n/a n/a n/a
After Tax If fully Redeem/Withdraw -21.39% -3.75% n/a n/a n/a n/a
Vanguard International Property Securities Index Fund (Hedged) Before Tax (Net of Fees) -46.24% -9.40% n/a n/a n/a n/a
After Tax On Distributions -47.14% -10.47% n/a n/a n/a n/a
After Tax If fully Redeem/Withdraw -41.24% -7.83% n/a n/a n/a n/a
Vanguard Australian Shares High Yield Fund Before Tax (Net of Fees) -38.41% -0.75% 7.16% 7.75% 6.19% 5.89%
After Tax On Distributions -37.89% -0.11% 8.05% 8.61% 6.98% 6.64%
After Tax If fully Redeem/Withdraw -33.72% 0.63% 8.10% 8.58% 7.01% 6.66%
Vanguard Sustainability Leaders Australian Shares Fund Before Tax (Net of Fees) -36.81% 0.39% 7.73% 8.12% n/a n/a
After Tax On Distributions -36.30% 0.86% 8.17% 8.59% n/a n/a
After Tax If fully Redeem/Withdraw -31.99% 1.55% 8.15% 8.50% n/a n/a
Vanguard Australian Shares Index Fund Before Tax (Net of Fees) -38.32% 0.35% 8.30% 8.91% 7.13% 6.64%
After Tax On Distributions -38.03% 0.73% 8.78% 9.42% 7.62% 7.14%
After Tax If fully Redeem/Withdraw -33.77% 1.35% 8.62% 9.19% 7.49% 7.02%
Vanguard International Shares Index Fund Before Tax (Net of Fees) -17.41% -1.27% 3.13% 2.00% -1.98% -5.01%
After Tax On Distributions -17.40% -1.29% 3.11% 1.99% -1.98% -5.01%
After Tax If fully Redeem/Withdraw -15.49% -0.97% 3.00% 1.96% -1.64% -4.29%
Vanguard International Shares Index Fund (Hedged) Before Tax (Net of Fees) -39.47% -5.49% 2.62% 5.33% 1.81% -2.25%
After Tax On Distributions -40.44% -6.35% 1.64% 4.31% 0.83% -3.06%
After Tax If fully Redeem/Withdraw -35.46% -4.76% 2.40% 4.81% 1.56% -2.06%
Vanguard Sustainability Leaders International Shares Fund Before Tax (Net of Fees) -15.50% 0.32% 3.66% 2.36% n/a n/a
After Tax On Distributions -15.50% 0.17% 3.56% 2.28% n/a n/a
After Tax If fully Redeem/Withdraw -13.74% 0.49% 3.48% 2.29% n/a n/a
Vanguard International Small Companies Index Fund Before Tax (Net of Fees) -21.44% n/a n/a n/a n/a n/a
After Tax On Distributions -21.36% n/a n/a n/a n/a n/a
After Tax If fully Redeem/Withdraw -19.11% n/a n/a n/a n/a n/a
Vanguard International Small Companies Index Fund (Hedged) Before Tax (Net of Fees) -44.23% n/a n/a n/a n/a n/a
After Tax On Distributions -44.49% n/a n/a n/a n/a n/a
After Tax If fully Redeem/Withdraw -39.76% n/a n/a n/a n/a n/a
Vanguard Emerging Markets Shares Index Fund Before Tax (Net of Fees) -37.66% 4.20% 11.19% 11.76% 9.74% 5.19%
After Tax On Distributions -37.86% 3.81% 10.92% 11.52% 9.53% 5.00%
After Tax If fully Redeem/Withdraw -33.62% 4.08% 10.52% 11.06% 9.17% 4.91%
Diversified Index Funds  - LifeStrategy
Vanguard Conservative Index Fund Before Tax (Net of Fees) -6.07% 4.25% 6.32% n/a n/a n/a
After Tax On Distributions -6.73% 3.53% 5.60% n/a n/a n/a
After Tax If fully Redeem/Withdraw -5.51% 3.79% 5.66% n/a n/a n/a
Vanguard Balanced Index Fund Before Tax (Net of Fees) -14.54% 2.73% 6.35% n/a n/a n/a
After Tax On Distributions -14.93% 2.28% 5.89% n/a n/a n/a
After Tax If fully Redeem/Withdraw -12.96% 2.61% 5.87% n/a n/a n/a
Vanguard Growth Index Fund Before Tax (Net of Fees) -22.54% 1.29% 6.41% n/a n/a n/a
After Tax On Distributions -22.77% 0.94% 5.96% n/a n/a n/a
After Tax If fully Redeem/Withdraw -20.01% 1.49% 6.08% n/a n/a n/a
Vanguard High Growth Index Fund Before Tax (Net of Fees) -30.06% -0.17% 6.28% n/a n/a n/a
After Tax On Distributions -30.14% -0.40% 6.15% n/a n/a n/a
After Tax If fully Redeem/Withdraw -26.69% 0.32% 6.21% n/a n/a n/a
    1 Year 3 Yrs (pa) 5 Yrs (pa) 6 Yrs (pa) 7 Yrs (pa) 8 Yrs (pa)