Buying a first home. Helping the kids get a great education. Enjoying a comfortable retirement.
Your clients all have dreams they want to achieve. So you need the right solutions to show them what's possible.
Choose from four multi-asset, low-cost funds based on what your clients are looking to achieve, how long they have to invest and how much risk they are prepared to take on.
Suitability to your clients' needs
Choose the structure that best suits your clients' needs — a traditional managed fund, an exchange traded fund or managed account strategies.
Track carefully chosen benchmarks and capture market returns across more than 10,000 global and local securities.
See how Dean Holmes from Absolute Wealth Advisors uses Diversified Funds to help his clients achieve their dreams.
Why use Vanguard Diversified Investments?
At Vanguard, we believe investors should be broadly diversified - both across asset classes and within each asset class. A truly diversified investment approach minimises portfolio risk. Poor performance assets are offset by better performing assets to reduce return volatility over time.
Broad diversification maintains investors’ exposure across key global asset and sub-asset classes, allowing the investor to participate in the stronger-performing markets and sectors while mitigating the negative impact of weaker-performing ones.
Vanguard uses low-cost index funds as building blocks and benefits from Vanguard’s economies of scale. This means that these funds deliver a sophisticated all-in-one investment solution at a relatively low cost.
It provides exposure to a consistent mix of equity and bond investments. This gives you a low-maintenance investment solution, allowing you to focus on value-add client activities, such as financial planning and asset allocation.
It removes the risk of drifting from a target asset allocation, which could lead to portfolio risk exposures that are not aligned with your clients’ risk and return objectives.
Each of your clients will have different needs. Vanguard's Diversified Investments allows you to choose your preferred structure - Managed Funds, ETFs or Managed Accounts Strategies.
Would you like to find out more information about our diversified investments? Our team is ready to work with you to help give your clients the best chance for investment success.
Over 40 years of investment management experience
Vanguard Diversified Investments leverage over 40 years of investment management experience and deep expertise by using our low-cost, high-quality index funds.
Investment Strategy Group
Vanguard's Investment Strategy Group is a global team of economists and investment and portfolio construction strategists with a wide variety of specialties, ranging from monetary policy to index construction to market trends. Their research serves as the basis for Vanguard's investment principles and methodology, guides Vanguard's global leadership and influences decisions about our investment offerings and portfolio construction.
Vanguard Capital Markets Model
Strategic asset allocations are reviewed annually by Vanguard's Investment Strategy Group using Vanguard Capital Markets Model (VCMM) - one of the most powerful financial simulators currently on the market.
Forecasts future returns for a wide range of asset classes.
Constructs portfolio solutions with powerful asset allocation tools.
Examines potential portfolios and weighs risk/return trade-offs.
Generates thousands of simulations to show the range of potential outcomes.