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1 December 2023

Home / Sponsors / Vanguard Australia

Vanguard Australia

With AUD $10.6 trillion in assets under management globally as of 31 August 2022, including AUD $2.9 trillion in ETFs, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for over 25 years.

The mutual ownership structure of our parent company in the US aligns our interests with those of our clients. Because Vanguard is not publicly traded, we can extend the benefits of that structure to our clients in Australia.

From rigorous risk management to transparent pricing to plain talk communications, we put our clients’ interests first.

In Australia, Vanguard provides a diverse offering across 80 index and actively managed funds and ETFs.

See www.vanguardinvestments.com.au

 

Vanguard Interactive Index Chart

This tool allows you to compare the growth of $10,000 invested in major asset classes over historical time periods, against a backdrop of key economic, social, political and demographic changes. Link is vanguard.com.au/indexchart

 

Video

 

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Why it's best to resist tactical asset allocation

As interest rates normalise, investors have been pouring money into cash and bonds, and out of equities. This type of tactical asset allocation may seem sensible though it's unlikely to deliver the best long-term results.

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A growing number of Australians are choosing to hedge their international equity exposures. Currency movements are difficult to predict so investors should treat currency hedging as a way to manage risk, not to add return.

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Five reasons to hold your investment nerve

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Australians’ unrealistic retirement expectations

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Why are SMSFs holding so much cash?

About 20% of the $890 billion in SMSFs is allocated to cash and term deposits. While understandable to an extent, more of this money is likely to make its way into bonds given the now attractive yields on offer.

Firstlinks Interview Series - bonus eBook

A collection of interviews with financial markets experts on investing, superannuation, retirement and other topical issues, as published by Firstlinks over 2021 and 2022.

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$10 trillion manager moves into Australian superannuation

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How to avoid being a bad investor

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Death notices for the 60/40 portfolio are premature

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30 years on, five charts show SMSF progress

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Quarterly ETF report September 2023

The Australian ETF industry continues to grow year on year despite global market and economic uncertainty, recording $153 billion in AUM as at the end of September 2023. The last 10 years has seen AUM increase almost 18-fold, growing from A$8.9 billion in September 2013.

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Quarterly ETF report September 2022

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Economic and market outlook: Midyear 2022 update

This update highlights some of the major economic and market developments and changes Vanguard expects for the second half of calendar 2022.

The case for low-cost index fund investing

Index investing has become a global trend, with a large and growing investor base. This paper examines how indexing performs in a variety of circumstances, and provides investors with points to consider when evaluating different investment strategies.

Vanguard Investor Insights April 2022

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Although the COVID-19 pandemic will remain a critical factor in 2022, the outlook for macroeconomic policy will likely be more crucial.

The role of bonds in a low-yield environment

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Value versus growth stocks: The coming reversal of fortunes

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An enduring solution for low yields

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Can active equity managers be cloned using factors?

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Stay the course: 2020 Vanguard Index Chart

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Following the sharp fall in markets at the start of the year, Q2 saw strong rallies across global equity markets as investors shed their bear skins for bull horns.

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Money withdrawn from super after age 60 is tax-free but less understood are arrangements that allows a couple over the age of 67 to earn up to $57,948 per year outside super and pay no tax with LITO and SAPTO.

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