Investment

Managed funds over $500,000

The Vanguard Wholesale Index Funds provide a cost-effective way to access a professionally managed, diversified mix of investments, and an efficient and flexible way to construct your investment portfolio.

Investors with $500,000 or more to invest can access the Vanguard Wholesale Index Funds and enjoy low wholesale fees and a wide range of investment options.

Benefits

choice of twenty asset sector index funds and four diversified index funds
access traditional and emerging asset classes such as international property, emerging markets, global small companies, global infrastructure and sustainability leaders
broad market coverage for lower risk and more investment opportunities
flexible switching facilities
low management fees
no entry, exit or switching fees other than normal buy/sell spreads

Looking to invest less than $500,000? View our Managed funds up to $500,000.

Learn more about Exchange Traded Funds (ETFs).

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Knowledge Centre

Managed over $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 Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Ratings and Recommendations
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Standard & Poors	Morningstar	Lonsec
Vanguard® Cash Reserve	UBS Australia Bank Bill Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Monthly	Nil	4 Stars	-	-
Vanguard® Cash Plus Index Fund	A customised Index, the Vanguard Cash Plus Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Monthly	Nil	3 Stars	-	-

Fixed Interest Fixed interest funds suit short to medium-term investors seeking a steady and reliable income stream.

	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Ratings and Recommendations
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Standard & Poors	Morningstar	Lonsec
Vanguard® Australian Government Bond Index Fund	UBS Government Bond Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.10%/ 0.10	4 Stars
Vanguard® Australian Fixed Interest Index Fund	UBS Australian Composite Bond Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.20%/ 0.20	4 Stars	-	Highly Recommended
Vanguard® International Fixed Interest Index Fund (Hedged)	Barclays Capital Global Treasury Index in $A (Hedged)	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.20%/ 0.20	4 Stars	-	Recommended
Vanguard® International Credit Securities Index Fund (Hedged)	Barclays Capital Global Aggregate Government-related and Corporate Index in $A (Hedged)	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.40%/ 0.40%	-	-	-

Property Property trusts suit investors with a long-term time frame (five years plus).

	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Ratings and Recommendations
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Standard & Poors	Morningstar	Lonsec
Vanguard® Australian Property Securities Index Fund	S&P/ASX 300 A-REIT Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.20%/ 0.20%	4 Stars	Highly Recommended	Highly Recommended
Vanguard® International Property Securities Index Fund	UBS Global Real Estate Investors Index ex-Australia in $A	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.30%/ 0.30%	4 Stars	Recommended	Recommended
Vanguard® International Property Securities Index Fund (Hedged)	UBS Global Real Estate Investors Index ex-Australia in $A (Hedged)	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.40%/ 0.40%	4 Star	Recommended	Recommended

Australian Shares Shares are high risk and generally suited to longer-term investors (seven years plus)

	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Ratings and Recommendations
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Standard & Poors	Morningstar	Lonsec
Vanguard® Australian Shares Index Fund	S&P/ASX 300 Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.20%/ 0.10%	4 Stars	Recommended	Recommended
Vanguard® Australian High Yield Shares Fund	S&P/ASX 200 ex-A-REIT Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Monthly	0.20%/ 0.10%	4 Stars	Investment Grade	Recommended
Vanguard® Sustainability Leaders Australian Shares Fund	S&P/ASX 200 Index	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.20%/ 0.20%	-	-	-

International Shares International Shares are high risk and generally suited to longer-term investors (seven years plus).

	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Ratings and Recommendations
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Standard & Poors	Morningstar	Lonsec
Vanguard® International Shares Index Fund	MSCI World ex-Australia Index in AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.30%/ 0.10%	4 Stars	Recommended	Recommended
Vanguard® International Shares Index Fund (Hedged)	MSCI World ex-Australia Index hedged to AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.40%/ 0.20%	4 Stars	Recommended	Recommended
Vanguard® Emerging Markets Shares Index Fund	MSCI Emerging Markets Index in AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.75%/ 1.00%	4 Stars
Vanguard® International Small Companies Index Fund	MSCI World ex-Australia Small Cap Index in AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.35%/ 0.25%	4 Stars	-	-
Vanguard® International Small Companies Index Fund (Hedged)	MSCI World ex-Australia Small Cap Index hedged to AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.45%/ 0.35%	4 Stars	-	-
Vanguard® Global Infrastructure Fund	A customised index, the Vanguard Global Infrastructure Index in AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.30%/ 0.30%	4 Stars	Recommended	Recommended (upper end)
Vanguard® Global Infrastructure Fund (Hedged)	A customised index, the Vanguard Global Infrastructure Index hedged to AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.40%/ 0.40%	4 Stars	Recommended	Recommended (upper end)
Vanguard® Sustainability Leaders International Shares Fund	MSCI World ex-Australia Index in AUD	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.30%/ 0.30%	-	-	-

DiversifiedDiversified funds allow investors to select the portfolio that best matches their risk profile.

	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Ratings and Recommendations
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Standard & Poors	Morningstar	Lonsec
Vanguard ® Conservative Index Fund	30% growth and 70% income (Weighted average of target indexes of Vanguard Index Funds)	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.15%/ 0.10%	4 Stars	Highly Recommended	Recommended
Vanguard® Balanced Index Fund	50% growth and 50% income (Weighted average of target indexes of Vanguard Index Funds)	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.20%/ 0.15%	4 Stars	Highly Recommended	Recommended
Vanguard® Growth Index Fund	70% growth and 30% income (Weighted average of target indexes of Vanguard Index Funds)	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.25%/ 0.15%	4 Stars	Highly Recommended	Recommended
Vanguard® High Growth Index Fund	90% growth and 10% income (Weighted average of target indexes of Vanguard Index Funds)	$500,000	Nil	Withdrawals are normally paid within seven business days	Quarterly	0.30%/ 0.20%	4 Stars	Highly Recommended	Recommended

* Information correct as of March 1 2010.