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Vanguard Diversified Balanced Index Fund

Investment objective

The Vanguard Diversified Balanced Index Fund seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.

Investment strategy

The fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The fund is designed for investors seeking a balance between income and capital growth. The fund targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.

Investment manager

With more than AUD $7.3 trillion in assets under management as of 30 September 2018, including more than AUD $1.3 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 more than 20 years.

Since launching the first index managed fund for retail investors in 1976, Vanguard has strived to be the world’s highest value provider of investment funds and services. We have an unwavering focus on our clients with a commitment to champion what’s best for investors by offering substantial value and keeping costs as low as possible. Over the years Vanguard has built a reputation as a global leader in client advocacy and earned the trust of millions of investors along the way.

Unit prices

Buy Price ($)
Sell Price ($)

Key features

APIR CodeOVS4859AU
FactsheetDownload
Risk level4 – medium
Minimum Initial Investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total net management fee0.80% p.a.
Recommended minimimum investment period5 years

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

Net performance* (%)1 mth3 mth
Vanguard Diversified Balanced Index Fund-0.411.25

*As at 31 May 2019

Asset allocation

Min %Max %
Australian equities1822
International shares (unhedged)1923
International shares (hedged)711
Australian fixed interest1317
International fixed interest3337

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