Vanguard Australian Shares Index Fund

Investment objective

The Vanguard Australian Shares Index Fund seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

Investment strategy

The fund provides low cost, broadly diversified exposure to Australian companies and property trusts listed on the Australian Securities Exchange. It also offers potential long-term capital growth along with dividend income and franking credits.

Investment manager

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.

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Unit price

Vanguard Australian Shares Index Fund Unit Price History

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Past performance is not a reliable indicator of future performance.

Performance

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

	1 mth	3 mth	6 mth	1 yr	2 yrs	3 yrs
Net return* (%)	2.57%	3.85%	8.03%	15.80%	8.02%	6.41%

^{Past performance is not a reliable indicator of future performance.

(*As at 30/11/2024)}

Key features

Key features
APIR Code	OVS7047AU
Risk level	6 – high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	0.41% p.a.
Recommended minimum investment period	Seven years

Asset allocation

Asset class	Min %	Max %
Australian equities	0	100