Core Satellite Approach
Diversified funds
The Vanguard® Diversified Funds offer diversification across and within asset sectors - providing a stable, low-cost 'core' solution for your client's portfolio.
With efficient rebalancing, low portfolio turnover, and management fees as low as 0.33% to 0.37%, the Funds deliver the efficiency you need for the core of your client's portfolio.
Key benefits of the Vanguard Diversified Funds:
- Low cost - the MER for the Vanguard® Growth Index Fund is 0.36% compared with the Lonsec Fund Sector Average of 0.82%
- Tax efficient - due to the very low turnover of the Vanguard Diversified Funds and the efficiency in rebalancing the Funds using cash flow rather than buying and selling securities
- Lowers risk - reduced risk due to broad diversification across all asset sectors and within each asset sector
- Ease of management - the Vanguard Diversified Funds are simple to manage giving you time to concentrate on other important things in your business.
There are four Funds available:
| Conservative (70% income / 30% growth) | View fund profile |
| Balanced (50% income / 50% growth) | View fund profile |
| Growth (30% income / 70% growth) | View fund profile |
| High Growth (10% income / 90% growth) | View fund profile |
Vanguard's multi sector solutions
Click here to view Funds at a Glance and compare the features all four Vanguard Diversified Funds.
Where do I access the Diversified Funds?
Currently available on the following platforms: MLC MasterKey Custom, BT Wrap, Macquarie Wrap, Avanteos, AXA Summit* and ING PortfolioOne Platforms.
Awarding diversity
Lonsec has awarded Vanguard's range of Diversified Funds a 'Recommended' rating in their Diversified Sector Review August 2008. To access a copy of this report, click here.
