Investment

Pooled Superannuation Trusts (PSTs)

Closed to new investors

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The Vanguard Pooled Superannuation Trusts are for trustees of regulated superannuation funds, approved deposit funds, pooled superannuation trusts and other eligible entities.

There are four diversified trusts:

  • Conservative
  • Balance
  • Growth
  • High Growth

Pooled Super Trusts Comparison Table*


 Index/ BenchmarkManagement CostsBuy/Sell SpreadsFund SizeNo. of Securities in a fundIncome DistributionsRatings and Recommendations
Standard & Poor'sMorningstarLonsec
Vanguard® LifeStrategy Index PST- Conservative 30% growth and 70% income (Weighted average of target indexes of Vanguard Index Funds) 0.33% p.a. 0.15%/      0.10% $84.1m N/A Quarterly
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Vanguard® LifeStrategy Index PST- Balanced

 

50% growth and 50% income (Weighted average of target indexes of Vanguard Index Funds) 0.34% p.a. 0.25%/      0.15% $98.0m N/A Quarterly    
-
Vanguard® LifeStrategy Index PST- Growth 70% growth and 30% income (Weighted average of target indexes of Vanguard Index Funds) 0.36% p.a. 0.25%/      0.15% $581.1m N/A Quarterly 4 Stars    
Vanguard® LifeStrategy Index PST- High Growth 90% growth and 10% income (Weighted average of target indexes of Vanguard Index Funds) 0.37% p.a. 0.30%/      0.20% $53.7m N/A Quarterly 4 Stars    

* Information correct as of 18 June 2010.

GENERAL ADVICE WARNING

Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer. We have not taken your circumstances into account when preparing the above information so it may not be applicable to your circumstances. You should consider your circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS on our website or by calling us. This information was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not an indication of future performance.

We are the trustee of: Vanguard® Personal Superannuation Plan ABN 81 550 468 553 / Vanguard® LifeStrategy® Index PST - Conservative ABN 73 765 732 050 / Vanguard ® LifeStrategy® Index PST – Balanced ABN 23 846 775 905 / Vanguard ® LifeStrategy® Index PST - Growth ABN 95 836 361 772 / Vanguard® LifeStrategy® Index PST – High Growth ABN 61 378 605 876.

© 2010 Vanguard Investments Australia Ltd. ‘Vanguard’, ‘Vanguard Investments’, ‘LifeStrategy’ and the ship logo are the trademarks of The Vanguard Group, Inc.