Investment

Sustainability Leaders International Shares

Investment requirements and fees

Minimum investment amounts

Initial investment$500,000

Additional investmentsNil

Holding balanceNil

Switch/withdrawalNil

Buy/sell spread

Purchase0.30%

Withdrawal0.30%

Management costs

Management costs0.52% p.a.

Download a factsheet

Vanguard's Sustainability Leaders International Shares Fund provides investors an opportunity to invest in companies that lead their industry peers in terms of sustainable business practice ('Sustainable Leaders'). Vanguard has a long established relationship with Sustainable Asset Management (SAM). SAM is a Swiss based company, established in 1995 and recognised as a global leader in the field of sustainability research.

Portfolio Construction
Vanguard uses the stock in the Dow Jones Sustainability World Index (DJSI) to create a portfolio with characteristics (country and industry weights and asset size distribution) similar to those of the broader international equity market.

Who it may suit

  • investors seeking exposure to companies that support sustainable business practice
  • long-term investors (usually five years plus)
  • investors seeking long-term capital growth and income
  • higher income earners using a gearing strategy
  • self managed super funds

Objectives

The fund seeks to capture the performance of the international Sustainability Leaders with a well diversified portfolio that has expected risk and return characteristics similar to the broader international share market (as represented by the MSCI World ex-Australia Index).

Benefits

Diversification
  • invests in around 250 shares listed on exchanges around the world
Capital growth potential and some tax-effective income
  • offers long-term capital growth potential through its diversified portfolio of international shares
Sustainable investing
  • invests in companies that lead their industry peers in terms of sustainable business practice
Unhedged currency exposure
  • provides currency diversification
Low fees
  • low management costs
  • no entry fees other than usual buy/sell spreads
Flexibility
  • easily switch funds with no costs other than usual buy/sell spreads
  • no minimum additional investment requirements mean you can add to your investment as much and as often as you like

Managed over $500,000 - Funds at a Glance*

Show all funds or Hide all Funds.

Cash Cash Funds maintain liquidity and are lower risk when used as part of diversified investment strategy.
 Index/ BenchmarkManagement CostsBuy/Sell SpreadsFund SizeNo. of Securities in a fundIncome DistributionsRatings and Recommendations
Standard & PoorsMorningstarLonsec
Vanguard® Cash Reserve Fund UBS Australia Bank Bill Index
0.15% p.a
Nil
$959.3m
50
Monthly
4 Stars
-
-
Vanguard® Cash Plus Fund A customised Index, the Vanguard Cash Plus Index
0.29% p.a
Nil
$892.1m
54
Monthly
3 Stars
-
-
Fixed Interest Fixed interest funds play an important role in a balanced portfolio, providing broad diversification.
Index/ BenchmarkManagement CostsBuy/Sell SpreadsFund SizeNo. of Securities in a fundIncome DistributionsRatings and Recommendations
Standard & PoorsMorningstarLonsec

Vanguard® Australian Government Bond Index Fund

UBS Government Bond Index
0.29% p.a
0.10%/   0.10
$45.3m
36
Quarterly
4 Stars
-
-
Vanguard® Australian Fixed Interest Index Fund
UBS Australian Composite Bond Index
0.29% p.a

0.20%/   0.20

$1,933.0m
333
Quarterly
4 Stars
-
Highly Recommended
Vanguard® International Fixed Interest Index Fund (Hedged)
Barclays Capital Global Treasury Index in $A (Hedged)
0.34% p.a
0.20%/   0.20
$2,695.6m
473
Quarterly
4 Stars
-
Recommended

Vanguard® International Credit Securities Index Fund (Hedged)

Barclays Capital Global Aggregate Government-related and Corporate Index in $A (Hedged)
0.34% p.a.
0.40%/ 0.40%
$218.5m
625
Quarterly
-
-
-
PropertyProperty securities combine growth and income asset attributes, traditionally providing capital growth potential.
 Index/ BenchmarkManagement CostsBuy/Sell SpreadsFund SizeNo. of Securities in a fundIncome DistributionsRatings and Recommendations
Standard & PoorsMorningstarLonsec
Vanguard® Australian Property Securities Index Fund

S&P/ASX 300 A-REIT Index

0.34% p.a
0.20%/ 0.20%
$1,174.0m
26
Quarterly
4 Stars
Highly Recommended
Highly Recommended
Vanguard® International Property Securities Index Fund UBS Global Real Estate Investors Index ex-Australia in $A
0.40% p.a
0.30%/ 0.30%
$215.0m
216
Quarterly
4 Stars
Recommended
-
Vanguard® International Property Securities Index Fund (Hedged) UBS Global Real Estate Investors Index ex-Australia in $A (Hedged)
0.43% p.a
0.40%/ 0.40%
$147.8m
216
Quarterly
4 Stars
Recommended
Recommended
Australian Shares Australian Shares provide a tax-effective income while capital grows over time.
 Index/ BenchmarkManagement CostsBuy/Sell SpreadsFund SizeNo. of Securities in a fundIncome DistributionsRatings and Recommendations
Standard & PoorsMorningstarLonsec
Vanguard® Australian Shares Index Fund S&P/ASX 300 Index
0.34% p.a
0.20%/ 0.10%
$3,042.8m
270
Quarterly
4 Stars
Recommended
Recommended
Vanguard® Australian Shares High Yield Fund S&P/ASX 200 ex-A-REIT Index
0.40% p.a
0.20%/ 0.10%
$219.6m
104
Monthly
4 Stars
Investment Grade
Recommended
Vanguard® Sustainability Leaders Australian Shares Fund S&P/ASX 200 Index
0.50% p.a
0.20%/ 0.20%
$149.0m
72
Quarterly
-
-
-
International Shares International Shares provide diversification across countries, industries and companies which help lower risk.
 Index/ BenchmarkManagement CostsBuy/Sell SpreadsFund SizeNo. of Securities in a fundIncome DistributionsRatings and Recommendations
Standard & PoorsMorningstarLonsec
Vanguard® International Shares Index Fund

MSCI World ex-Australia Index in $A

0.36% p.a 0.30%/ 0.10% $3,787.4m 1,429 Quarterly 4 Stars Recommended Recommended
Vanguard® International Shares Index Fund (Hedged)

MSCI World ex-Australia Index in $A

0.39% p.a 0.40%/ 0.20% $1,340.1m 1,429 Quarterly 4 Stars Recommended Recommended
Vanguard® Emerging Markets Shares Index Fund MSCI Emerging Markets Index ex-Columbia and Pakistan in $A 0.56% p.a 0.75%/ 1.00% $294.5m 688 Quarterly 4 Stars - -
Vanguard® International Small Companies Index Fund MSCI Small Cap ex-Australia Index 0.39% p.a 0.35%/ 0.25% $81.4m 2,177 Quarterly 4 Stars - -
Vanguard® International Small Companies Index Fund (Hedged) MSCI Small Cap ex-Australia Index (Hedged) in $A 0.42% p.a 0.45%/ 0.35% $73.3m 2,177 Quarterly 4 Stars - -
Vanguard® Global Infrastructure Fund A customised Index, the Vanguard Global Infrastructure Index 0.49% p.a 0.30%/ 0.30% $54.3m 114 Quarterly 4 Stars Recommended Recommended (Upper)
Vanguard® Global Infrastructure Fund (Hedged) A customised Index, the Vanguard Global Infrastructure Index in $A (Hedged) 0.52% p.a 0.40%/ 0.40% $49.3m 114 Quarterly 4 Stars Recommended Recommended (Upper)
Vanguard® Sustainability Leaders International Shares Fund MSCI World ex-Australia Index 0.52% p.a 0.30%/ 0.30% $153.7m 277 Quarterly - - -
Diversified Diversified funds invest in a blend of Vanguard index funds covering cash, fixed interest, property and shares.
 Index/ BenchmarkManagement CostsBuy/Sell SpreadsFund SizeNo. of Securities in a fundIncome DistributionsRatings and Recommendations
Standard & PoorsMorningstarLonsec
Vanguard ® Conservative Index Fund

30% growth and 70% income (Weighted average of target indexes of Vanguard Index Funds)

 

0.33% p.a 0.15%/ 0.10% $71.1
n/a
Quarterly 4 Stars Highly Recommended Recommended
Vanguard® Balanced Index Fund 50% growth and 50% income (Weighted average of target indexes of Vanguard Index Funds) 0.34% p.a 0.20%/ 0.15% $74.6m
n/a
Quarterly 4 Stars Highly Recommended Recommended
Vanguard® Growth Index Fund 70% growth and 30% income (Weighted average of target indexes of Vanguard Index Funds) 0.36% p.a 0.25%/ 0.15% $94.4m
n/a
Quarterly 4 Stars Highly Recommended Recommended
Vanguard® High Growth Index Fund 90% growth and 10% income (Weighted average of target indexes of Vanguard Index Funds) 0.37% p.a 0.30%/-0.20% $49.6m
n/a
Quarterly 4 Stars Highly Recommended Recommended

* Information correct as of June 1 2009.

GENERAL ADVICE WARNING

Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263 / RSE Licence L0001335) is the product issuer. We have not taken your circumstances into account when preparing the above information so it may not be applicable to your circumstances. You should consider your circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS on our website or by calling us. This information was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not an indication of future performance.

We are the trustee of: Vanguard® Personal Superannuation Plan ABN 81 550 468 553 / Vanguard® LifeStrategy® Index PST - Conservative ABN 73 765 732 050 / Vanguard ® LifeStrategy® Index PST - Balanced ABN 23 846 775 905 / Vanguard ® LifeStrategy® Index PST - Growth ABN 95 836 361 772 / Vanguard® LifeStrategy® Index PST - High Growth ABN 61 378 605 876.

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