[Smart Investing] Portfolios need diversification within asset classes too

Investment and personal finance insights from Vanguard Australia

25 September 2019

Portfolios need diversification within asset classes too When you are the trustee of your own self-managed super fund, a letter from the tax office raising the possibility of a breach of rules and the potential of thousands of dollars in fines understandably gets your attention.     Read more

Applying the shrinkflation test to performance fees In economics, the term "shrinkflation" describes a situation where the net size of a product has been reduced but the price charged to consumers has stayed the same or, in some cases, even increased.     Read more

Ten things we know after ten years of ETFs in Australia Over ten years we've seen the appetite for ETFs grow significantly amongst advisers and individual investors. Reflecting back, these are the things we've learned.     Read more

Vanguard in the news Australian fund manager fees among world's lowest Australian Financial Review | Jonathan Shapiro | 22 Sept 2019 Fees charged by Australian fund managers are among the lowest in the world, according to investment research firm Morningstar, which says the global fee squeeze on the industry shows no signs of abating. The trend towards low-cost passive and exchange traded funds had also contributed to falling fees and Morningstar called out funds management giant Vanguard for its influence on the "fee landscape." Vanguard's asset-weighted expense ratio was just 0.09 percentage points at 31 December 2018, and other firms have been forced to respond by matching or undercutting the fund management giant. That includes Fidelity, which launched a "Zero" index fund that charges no fees. To read more, please visit the AFR website. Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required. QUICK LINKS Exchange Traded Funds Retail managed funds CONNECT WITH US LinkedIn Twitter

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