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Vanguard

  •   14 October 2020
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Vanguard adds Australian shares offerings to its ESG suite

Melbourne, 14 October: Vanguard Australia has launched an Australian Shares Environmental, Social and Governance (ESG) Fund and Exchange Traded Fund (ETF), adding additional choice to its Ethically Conscious range which also includes international shares and fixed income offerings.

The Vanguard Ethically Conscious Australian Shares Fund and ETF (ASX:VETH) provide exposure to approximately 240 shares listed on the ASX while removing companies with significant business activities involving fossil fuels, alcohol, tobacco, gambling, military weapons and civilian firearms, nuclear power, and adult entertainment.

The Fund and ETF also exclude shares of certain companies whose conduct contravenes the principles of the UN Global Compact pertaining to labour rights, human rights, environment and anti-corruption, and will be offered at a low management expense ratio of 0.20 per cent and 0.16 per cent respectively.

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Weekly Editorial

Welcome to Firstlinks Edition 379

It is trite and obvious to say the future is uncertain, and while COVID-19 brings extra risks, markets are always unpredictable. However, investing conditions are now more difficult than ever, mainly because the defensive options for portfolios produce little income. We explore whether investing rules have changed with new input from Howard Marks.

  • 15 October 2020
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Retirement

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During COVID-19 and the economic recession, we are seeing a surprising new entrant to the defensive sector grouping. Technology shares have been behaving a lot like defensive shares such as food and utilities.

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Is currency exposure an unwanted risk or source of returns?

As more Australians invest overseas, currency exposure represents a new risk. 50% hedged, 50% unhedged was once a popular ‘least regret’ approach, but there's a move to currency as a return source.

Shares

High growth and low rates incompatible with current share prices

The unrealistic value creation through lowering discount rates while assuming high growth shows a sensible link is critical. Interest rate assumptions need as much valuation focus as the cash flows of the business.

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