Founded in 1975 and with more than A$6 trillion in assets under management in both index and active funds, 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 20 years. See www.vanguardinvestments.com.au.
Vanguard Interactive Index Chart
This tool allows you to compare the growth of $10,000 invested in major asset classes over historical time periods, against a backdrop of key economic, social, political and demographic changes. Link is vanguard.com.au/indexchart
Latest sponsor articles
Inevitably, with each new development in this cycle, investors as what they can do to prepare for a recession. Our answer: revisit asset allocation, diversify, and review active risks in your portfolio.
The main focus in retirement planning should be on the entire return from a portfolio, not just the income generated, and this might help some people in managing changes due to Labor’s franking credit proposal.
As Warren Buffett said: “If a statue is ever erected to honour the person who has done the most for American investors, the hands-down choice should be Jack Bogle.” The ‘father of indexing’ died last week.
ETFs reached over $40 billion by the end of 2018, with international equities ranked first for net flows, and a rapid growth in fixed income products. Cap-weighted indexes dominated but smart beta is gaining ground.
As the population ages and property prices rise rise, equity in owner homes has more potential as a significant source of ‘retirement income’. But an ASIC report highlights complexities in reverse mortgages not well understood.
This excellent Interactive Index Chart shows market performance of various asset classes since 1970, and allows readers to compare the growth of $10,000 invested in these asset classes over historical periods.
Sponsor white paper archive
Turning an investment portfolio into a sustainable and relatively consistent level of income while at the same time planning for other financial goals.
Recession concerns have dominated recent investor discussions. and we place our estimated probability of recession at 35%.