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

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

Unit price

Vanguard Diversified Balanced Index Fund Unit Price History

Past performance is not a reliable indicator of future 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* (%) -1.75% 0.57% 6.61% 4.05% 2.22% 0.84%

Past performance is not a reliable indicator of future performance.
(*As at 30/04/2024)

Key features

Key features
APIR code OVS4859AU
Risk level 4 – medium
Minimum initial investment $500
Regular investment plan Minimum monthly deposit of $100
Minimum switching amount $500
Minimum balance $500
Total estimated fees and costs 0.50% p.a.
Recommended minimum investment period Five years

Target asset allocation

Asset class Min % Max %
Australian equities 18 22
International shares (unhedged) 19 23
International shares (hedged) 7 11
Australian fixed interest 13 17
International fixed interest 33 37


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