Vanguard® Personal Superannuation Plan Property Securities option
Vanguard's Property Securities option provides a low cost way to invest in a diversified portfolio of around 30 listed property securities across the retail, office, industrial, tourism and infrastructure sectors. Property securities have a combination of growth and income asset attributes, traditionally providing capital growth potential with lower risk than shares.

 

Who it may suit

  • long-term investors (usually seven years plus)
  • investors seeking long-term capital growth
  • investors seeking a lower risk asset class than Australian or international shares
  • those wanting to add diversification to their super strategy through property securities exposure
  • investors seeking a tax-effective investment

Objectives

To match the total return of the S&P/ASX 300 A-REIT Index before taking into account fees, expenses and taxes.


Benefits

Diversification and long-term capital growth potential
  • invests in around 30 listed property securities across the retail, office, industrial, tourism and infrastructure sectors.
Potential for better after-tax returns
  • our buy and hold strategy takes advantage of capital gains discounts and the deferral of capital gains liabilities, which may result in more tax-efficient returns
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
+0.20%
Withdrawal
-0.20%
Management costs
Management costs0.34% 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 Property Securities 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.

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Vanguard Investments Australia