Investment

Property

One way to access the benefits of the property sector is through property securities, also known as listed property trusts or A-REITs. Property securities provide exposure to a diverse range of professionally managed properties across geographic regions and real estate sectors. Property securities typically provide tax-effective income and the potential for long-term capital growth.

Property securities typically suit investors with a longer-term investment timeframe (five years plus).

Vanguard offers the Vanguard® Index Australian Property Securities Fund to investors with $5,000 or more to invest.

Benefits

exposure to property securities with a diverse mix of properties across different geographic locations and sectors that increases diversification and lowers risk
potential for tax-effective income
potential for long-term capital growth
increases diversification through exposure to an alternative asset class to companies (shares)

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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 Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Management Costs
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	For first $50,000	For next $50,000	Balance 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/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Management Costs
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	For first $50,000	For next $50,000	Balance 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	0.16%/ 0.16%	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 Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Management Costs
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	For first $50,000	For next $50,000	Balance 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/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Management Costs
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	For first $50,000	For next $50,000	Balance 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	FTSE ASFA Australia High Dividend Yield Index	$5,000	Nil	Withdrawals are normally paid within four business days	Quarterly	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/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Management Costs
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	For first $50,000	For next $50,000	Balance 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	0.35%/ 0.15%	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/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	Management Costs
	Index/ Benchmark	Minimum Initial Application	Application Fee	Access to Funds	Income Distributions	Buy/Sell Spread	For first $50,000	For next $50,000	Balance 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	0.12%/ 0.09%	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	0.18%/ 0.12%	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	0.23%/ 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	0.26%/ 0.15%	0.90% p.a	0.60% p.a	0.35% p.a

Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and ASX® is a registered trademark of the Australian Stock Exchange Ltd (“ASX”). These trademarks have been licensed for use by The Vanguard Group, Inc.

Vanguard ETFs are not sponsored, endorsed, sold or promoted by S&P or ASX, and S&P and ASX make no representation, warranty, or condition regarding the advisability of buying, selling, or holding units/shares in the Vanguard ETFs.

The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 ratings presented in this document are limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.

The funds or securities referred to herein are not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such funds or securities. The Prospectus contains a more detailed description of the limited relationship MSCI has with The Vanguard Group and any related funds. ”FTSE®”, “FT-SE®” and “Footsie®” are trade marks jointly owned by the London Stock Exchange Plc and The Financial Times Limited and are used by FTSE International Limited under licence. “All-World” is a trade mark of FTSE International Limited. The FTSE All-World ex-US Index is calculated by FTSE International Limited. FTSE International Limited does not sponsor, endorse or promote this product and is not in any way connected to it and does not accept any liability in relation to its issue, operation and trading.