Investment

Managed funds up to $500,000

Vanguard's Investor Index Funds provide a cost-effective way to access a professionally managed, diversified mix of investments in single or multiple asset classes.

Whether you're a personal, business or DIY super investor, Vanguard's Investor Index Funds can help you along the path to long-term wealth creation. You can start investing with $5,000 per fund.

Benefits

  • choice of six sector options and four pre-mixed diversified options
  • broad market coverage for lower risk and more investment opportunities
  • flexible switching facilities
  • regular investment plan
  • low management fees - around half industry median
  • scaled management fees on balances above $50,000
  • no entry, exit or switching fees other than normal buy/sell spreads

Looking to invest more than $500,000? View our Managed funds over $500,000.

Learn more about Exchange Traded Funds (ETFs).

Managed funds up to $500,000 - Funds at a Glance*

Show all funds or Hide all Funds.

Cash Cash funds suit investors who prefer capital stability and regular income to long-term growth.
 

Index/ Benchmark

Minimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® Index Cash Plus Fund A customised Index, the Vanguard Cash Plus Index
$5,000
Nil
Withdrawals are normally paid within seven business days
Quarterly
Nil
0.70% p.a
0.50% p.a
0.35% p.a
Fixed Interest Fixed interest funds suit short to medium-term investors seeking a steady and reliable income stream.
Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000

Vanguard® Index Diversified Bond Fund

A customised Index comprising a 40% allocation to Australian fixed interest securities (bonds) and 60% allocation to international bonds.
$5,000
Nil
Withdrawals are normally paid within seven business days
Quarterly
0.25%/      0.25%
0.75% p.a
0.50% p.a
0.35% p.a
PropertyProperty trusts suit investors with a long-term time frame (five years plus).
 Index/ Benchmark

Minimum Initial Application

Application FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® Index Property Securities Fund S&P/ASX 300 A-REIT Index
$5,000
Nil
Withdrawals are normally paid within seven business days
Half Yearly
0.20%/      
0.20%
0.90% p.a
0.60% p.a
0.35% p.a
Australian Shares Shares are high risk and generally suited to longer-term investors (seven years plus)
 Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000

Vanguard® Index Australian Shares Fund

S&P/ASX 300 Index
$5,000
Nil
Withdrawals are normally paid within seven business days
Half Yearly
0.20%/     
0.10%
0.75% p.a
0.50% p.a
0.35% p.a
Vanguard® High Yield Australian Shares Fund S&P/ASX 200    ex-A-REIT Index
$5,000
Nil
Withdrawals are normally paid within seven business days
Monthly
 0.20%/       0.10%
0.90% p.a
0.60% p.a
0.45% p.a
International Shares International shares are high risk generally suited to longer-term investors (seven years plus)
 Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® Index International Shares Fund

MSCI World ex-Australia Index in $A

$5,000 Nil Withdrawals are normally paid within seven business days Half Yearly 0.30%/      0.10%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® Index Hedged International Shares Fund MSCI World ex-Australia Index in $A (Hedged) $5,000 Nil Withdrawals are normally paid within seven business days Half Yearly 0.40%/      0.20%
0.90% p.a
0.60% p.a
0.35% p.a
Diversified Diversified funds allow investors to select the portfolio that best matches their risk profile.
 Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® LifeStrategy Conservative  Fund

30% growth and 70% income (Weighted average of target indexes of Vanguard Index Funds)

 

$5,000 Nil Withdrawals are normally paid within seven business days Half Yearly 0.15%/      0.10%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® LifeStrategy Balanced Fund 50% growth and 50% income (Weighted average of target indexes of Vanguard Index Funds) $5,000 Nil Withdrawals are normally paid within seven business days Half Yearly 0.20%/      0.15%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® LifeStrategy Growth Fund 70% growth and 30% income (Weighted average of target indexes of Vanguard Index Funds) $5,000 Nil Withdrawals are normally paid within seven business days Half Yearly

0.25%/      0.15%

0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® LifeStrategy High Growth Fund 90% growth and 10% income (Weighted average of target indexes of Vanguard Index Funds) $5,000 Nil Withdrawals are normally paid within seven business days Half Yearly 0.30%/      0.20%
0.90% p.a
0.60% p.a
0.35% p.a

* Information correct as of June 1 2009.

GENERAL ADVICE WARNING

Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263 / RSE Licence L0001335) 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. 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.