Investment

Australian Property Securities

Investment details and fees

Fund commenced 26 Oct 1998

Minimum investment amounts

Initial investment$5,000

Additional investment - cheque$1,000

Additional investment - BPAY®$100

Minimum account balance$3,000

Minimum withdrawal or switch$1,000

Fees and costs

Establishment feeNil

Application/contribution feeNil

Withdrawal feeNil

Termination feeNil

Switching feeNil

Management costs

First $50,0000.90% p.a

Next $50,0000.60% p.a

Balance over $100,0000.35% p.a


Buy spread cost (purchase)0.20%

Sell spread cost (withdrawal)0.20%

Download a fund factsheet

Fund ratings

Standard & Poor's Four Stars

The Vanguard Index Australian Property Securities Fund provides a low cost way to invest in a portfolio of between 20 and 30 Australian real estate investment trusts (A-REITs) listed on the Australian Securities Exchange (ASX) across the retail, office, industrial, tourism, and infrastructure sectors.

Who it may suit

  • long-term investors (usually five years plus)
  • investors seeking a tax-effective income stream
  • retirees or those nearing retirement
  • investors seeking long-term capital growth
  • self managed super funds
  • investors drawing down an allocated pension

Objectives

To match the return (income and capital appreciation) of the S&P/ASX 300 A-REIT Index before taking into account fund fees and expenses.

Benefits

Diversification and long-term capital growth potential

  • invests in a portfolio of between 20 and 30 Australian real estate investment trusts (A-REITs) listed on the Australian Securities Exchange (ASX) across the retail, office, industrial, tourism, and infrastructure sectors.

Tax-effective income stream

  • may include tax-deferred income, which can reduce assessable income

Potential for better after-tax returns

  • our buy and hold strategy takes advantage of capital gains discounts and the deferral of capital gains liabilities, which may result in better after-tax returns

Low scaled fees

  • low management fees and no entry or exit fees (other than buy/sell spread costs)
  • scaled management fees apply to balances over $50,000

Regular savings plan

  • once you've opened your investment with $5,000 or more, you can use BPAY® to start a regular investment plan with as little as $100

Take the next step


Money Magazine's Best of the Best 2008


Voted Best Australian Property Securities Fund

 

Knowledge Centre

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

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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 four 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 four 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 Australian Property Securities Fund S&P/ASX 300 A-REIT Index
$5,000
Nil
 Withdrawals are normally paid within four 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 four 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 four 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 AUD

 $5,000 Nil Withdrawals are normally paid within four 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 hedged to AUD $5,000 Nil Withdrawals are normally paid within four 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

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

 $5,000 Nil Withdrawals are normally paid within four 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% income and 50% growth (Weighted average of target indexes of the underlying Vanguard Wholesale Index Funds) $5,000 Nil Withdrawals are normally paid within four business days Half Yearly 0.20%/      0.15%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® LifeStrategy® Growth Fund 30% income and 70% growth (Weighted average of target indexes of the underlying Vanguard Wholesale Index Funds) $5,000 Nil Withdrawals are normally paid within four 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 10% income and 90% growth (Weighted average of target indexes of the underlying Vanguard Wholesale Index Funds) $5,000 Nil Withdrawals are normally paid within four business days Half Yearly 0.30%/      0.20%
0.90% p.a
0.60% p.a
0.35% p.a

* Information correct as of March 1 2010.

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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.