Investment
Sustainability Leaders International Shares
Investment requirements and fees
Minimum investment amountsInitial investment$500,000
Additional investmentsNil
Holding balanceNil
Switch/withdrawalNil
Buy/sell spreadPurchase0.30%
Withdrawal0.30%
Management costsManagement costs0.52% p.a.
Download a factsheetVanguard'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 |
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| Capital growth potential and some tax-effective income |
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| Sustainable investing |
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| Unhedged currency exposure |
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| Low fees |
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| Flexibility |
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