Vanguard® Personal Superannuation Plan International Shares (Hedged) option
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 International Shares (Hedged) option invests in most of the securities in the index providing maximum diversification and lower risk than many funds. The option 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
  • those wanting to add diversification by investing overseas
  • investors seeking a tax-effective investment

Objectives

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


Benefits

Diversification
  • invests in around 1,700 shares listed on the exchanges of 22 of the world's major economies
Capital growth potentialoffers long-term capital growth potential through its diversified portfolio of international shares
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
Flexibility
  • contribute directly or through your employer, make spouse contributions or use the plan to build your retirement savings if self-employed.
  • complimentary rollover service


Investment requirements and fees

Minimum investment amounts
Initial contribution
$20,000
Additional contributions
$200
Account balance
$7,500
Buy/sell spread
Purchase
+0.35%
Withdrawal
-0.15%
Management costs
Management costs0.36% p.a.
Member account keeping fee$66 p.a.

Administration/plan management fee

For the first $50,000

Portion above $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 Vanguard International Shares 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.

 


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