Investment

International Shares (Hedged)

Investment details and fees

Fund commenced 19 Jan 2001

Minimum investment amounts

Initial investment$5,000

Additional investment - cheque$1,000

Additional investment - BPAY®$100

Minimum account balance$3,000

Minimum withdrawal or switch$1,000

Fees and costs

Establishment feeNil

Application/contribution feeNil

Withdrawal feeNil

Termination feeNil

Switching feeNil

Management costs

First $50,0000.90% p.a

Next $50,0000.60% p.a

Balance over $100,0000.35% p.a


Buy spread cost (purchase)0.40%

Sell spread cost (withdrawal)0.20%

Download a fund factsheet

Fund ratings

Standard & Poor's Four Stars

Investing internationally can increase your diversification and provide access to companies and industries not available in Australia. After all, the Australian market represents less than 3% of total global shares.

The Vanguard Index Hedged International Shares Fund invests in most of the securities in the target index providing maximum diversification. The fund is hedged to Australian dollars so the return of the fund is relatively unaffected by currency fluctuations.

Who it may suit

  • long-term investors (usually seven years plus)
  • investors seeking long-term capital growth
  • investors using a core/satellite strategy seeking an index fund for the core of their international shares portfolio
  • investors seeking an international investment without the currency impact
  • self managed super funds
  • higher income earners using a gearing strategy
  • those wanting to add diversification by investing overseas

Objectives

To match the return (income and capital appreciation) of the MSCI World ex-Australia Index (with net dividends reinvested) hedged to Australian dollars, before taking into account fund fees and expenses.


Benefits

Diversification and long-term capital growth potential

  • the MSCI World ex-Australia Index comprises approximately 1,600 securities (shares) listed on exchanges of 22 of the world’s major developed economies
  • provides diversification and the potential for long-term capital growth

Access investment opportunities not available in Australia

  • provides access to some of the world's largest companies. You can also access new and growing industries not represented in Australia.

Fully hedged into Australian dollars

  • protects against currency fluctuations

Low scaled fees

  • low management fees and no entry or exit fees (other than buy/sell spread costs)
  • scaled management fees apply to balances over $50,000

Regular savings plan

  • once you've opened your investment with $5,000 or more, you can use BPAY® to start a regular investment plan with as little as $100

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Knowledge Centre

Managed funds up to $500,000 - Funds at a Glance*

Show all funds or Hide all Funds.

Cash Cash funds suit investors who prefer capital stability and regular income to long-term growth.
 

Index/ Benchmark

Minimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® Index Cash Plus Fund A customised Index, the Vanguard Cash Plus Index
$5,000
Nil
 Withdrawals are normally paid within four business days
Quarterly
Nil
 0.70% p.a
0.50% p.a
0.35% p.a
Fixed Interest Fixed interest funds suit short to medium-term investors seeking a steady and reliable income stream.
Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000

Vanguard® Index Diversified Bond Fund
A customised Index comprising a 40% allocation to Australian fixed interest securities (bonds) and 60% allocation to international bonds.
$5,000
Nil
Withdrawals are normally paid within four business days
Quarterly
0.25%/      0.25%
0.75% p.a
0.50% p.a
0.35% p.a
PropertyProperty trusts suit investors with a long-term time frame (five years plus).
 Index/ Benchmark

Minimum Initial Application

Application FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® Index Australian Property Securities Fund S&P/ASX 300 A-REIT Index
$5,000
Nil
 Withdrawals are normally paid within four business days
Half Yearly
0.20%/      
0.20%
0.90% p.a
0.60% p.a
0.35% p.a
Australian Shares Shares are high risk and generally suited to longer-term investors (seven years plus)
 Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000

Vanguard® Index Australian Shares Fund

 S&P/ASX 300 Index
$5,000
Nil
Withdrawals are normally paid within four business days
Half Yearly
0.20%/     
0.10%
0.75% p.a
0.50% p.a
0.35% p.a
Vanguard® High Yield Australian Shares Fund S&P/ASX 200 ex A-REIT Index
$5,000
Nil
Withdrawals are normally paid within four business days
Monthly
 0.20%/       0.10%
0.90% p.a
0.60% p.a
0.45% p.a
International Shares International shares are high risk generally suited to longer-term investors (seven years plus)
 Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® Index International Shares Fund

MSCI World ex-Australia Index in AUD

 $5,000 Nil Withdrawals are normally paid within four business days Half Yearly 0.30%/      0.10%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® Index Hedged International Shares Fund MSCI World ex-Australia Index hedged to AUD $5,000 Nil Withdrawals are normally paid within four business days Half Yearly 0.40%/      0.20%
0.90% p.a
0.60% p.a
0.35% p.a
Diversified Diversified funds allow investors to select the portfolio that best matches their risk profile.
 Index/ BenchmarkMinimum Initial ApplicationApplication FeeAccess to FundsIncome DistributionsBuy/Sell SpreadManagement Costs
For first $50,000For next $50,000Balance over $100,000
Vanguard® LifeStrategy® Conservative Fund

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

 $5,000 Nil Withdrawals are normally paid within four business days Half Yearly 0.15%/      0.10%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® LifeStrategy® Balanced Fund 50% income and 50% growth (Weighted average of target indexes of the underlying Vanguard Wholesale Index Funds) $5,000 Nil Withdrawals are normally paid within four business days Half Yearly 0.20%/      0.15%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® LifeStrategy® Growth Fund 30% income and 70% growth (Weighted average of target indexes of the underlying Vanguard Wholesale Index Funds) $5,000 Nil Withdrawals are normally paid within four business days Half Yearly

0.25%/      0.15%
0.90% p.a
0.60% p.a
0.35% p.a
Vanguard® LifeStrategy® High Growth Fund 10% income and 90% growth (Weighted average of target indexes of the underlying Vanguard Wholesale Index Funds) $5,000 Nil Withdrawals are normally paid within four business days Half Yearly 0.30%/      0.20%
0.90% p.a
0.60% p.a
0.35% p.a

* Information correct as of March 1 2010.

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GENERAL ADVICE WARNING

Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) 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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