Vanguard's Investor Index Funds offer an attractive range of benefits for SMSFs. Because they diversify across a range of sectors and securities, Vanguard's Investor Index Funds can reduce exposure to market risk and improve your performance potential. Add to this the potential for after-tax benefits and low fees, around half the industry average of retail
managed funds, and you can be assured your SMSF is off to a head start. Scaled managed costs mean investors pay even lower fees on amounts over $50,000.
You can build your own asset allocation and select your mix of sector investment options like Australian and international shares, property and fixed interest. Or, you can choose from one of our LifeStrategy® options, which are available in four pre-determined investment profiles to suit the risk conscious to more aggressive investment strategies. This means you simply choose the investment profile that best suits your fund and our award-winning team will take care of the rest. You can easily switch investment options when your fund's needs change without having to pay any switching costs, other than the usual buy/sell spreads that apply.
LifeStrategy® Investor Index Funds |
| Conservative |
Diversified portfolio favouring lower risk income assets. Includes 30% growth assets.
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| Balanced |
A balanced mix (50:50) of growth and income assets.
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| Growth |
Diversified portfolio with a bias towards growth assets (70%).
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| High Growth |
Growth oriented portfolio with a small allocation to income assets (10%).
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Sector Investor Index Funds |
| Australian Shares |
Invests in around 300 Australian companies listed on the Australian Stock Exchange
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High Yield
Australian Shares |
A diversified portfolio of Australian shares with a bias towards those paying cash dividends and franking credits. Combines a tax-effective income stream with the potential for capital growth.
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International
Shares |
Invests in around 1,700 shares listed on the exchanges of 22 of the world's major economies.
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International
Shares (Hedged) |
Invests in around 1,700 shares listed on the exchanges of 22 of the world's major economies. The fund is fully hedged into the Australian dollar, removing the impact of currency movements.
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| Property Securities |
Invests in around 30 listed property securities across the retail, office, industrial, tourism and infrastructure sectors.
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| Diversified Bond |
Invests in around 300 Australian and 3,000 international fixed interest securities. Diversified approach lowers risk while providing opportunities for enhanced returns.
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| Cash Plus |
Mix of Australian cash and high quality, higher yielding debt securities.
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