8 September 2021
Hi everyone,
In this week’s Smart Investing, we discuss portfolio rebalancing strategies and how often investors should monitor their portfolios to ensure their asset allocation hasn’t drifted too far from their target.
Senior Personal Finance Writer, Tony Kaye, also analyses the growing popularity of diversified funds and why more investors are choosing them as a way to offset ongoing market volatility.
Lastly, we have included a blog by our economists on why economic recovery from the COVID-19 pandemic will vary from country to country.
Regards, | | 
Robin Bowerman
Head of Corporate Affairs
Vanguard Australia | | | | | How to rebalance your investment portfolio | | How can investors rebalance their portfolio and how often should they do it? Read more to find out. | | Read article | | | | | | | Why more investors are choosing diversified funds | | A growing number of Australian investors, either directly or through a financial adviser, are choosing diversified ETFs and managed funds as a way of offsetting ongoing market volatility over the longer term. | | Read article | | | | | | | Why economic recoveries vary around the world | | Differences in consumption in the United States, the United Kingdom, the euro area, and China help explain why economic recovery from the COVID-19 pandemic will vary around the world. | | Read article | | | | | How to buy ETFs for your kids or grandkids | | Susan Hely | Money Mag | 30 Aug 2021
Children have a long-term investment time frame and ETFs are ideal long-term investments, explains head of personal investor at Vanguard, Balaji Gopal. Many of Vanguard’s ETFs track a broad-based index such as the ASX 300 or the MSCI World index.
To read more, please visit the Money Magazine website. | | | | | What is portfolio rebalancing? | | Selling a well-performing asset and buying an investment with lower returns may seem counterintuitive, but the objective of rebalancing is to manage risk rather than maximise returns. | | Read article | | | | | | | The rise of the female investor | | While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation. | | Read article | | | | Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.
General advice warning
Vanguard Investments Australia Ltd ABN 72 072 881 086 / AFS Licence 227263 is the product issuer. We have not taken your or your clients' circumstances into account when preparing the information in our electronic publications so they may not be applicable to your circumstances. You should therefore consider your or your clients' circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS here or by calling 1300 655 101. Past performance is not an indication of future performance. Our electronic publications are prepared in good faith and we accept no liability for any errors or omissions. Not all articles are prepared by Vanguard so they may not represent our views and opinions. Vanguard Investments Australia Limited is in no way responsible for the content or loss resulting from use of any website owned by a third party that may be linked to this email via a hyperlink.
Use of cookies
If you click through to the vanguard.com.au website from this email, a cookie may be placed on your computer to enable Vanguard or our third party service providers to collect information about your use of the vanguard.com.au website to support website performance, enhance site navigation, improve our web design and functionality and tailor our communications to you regarding our products and services. The information collected by Vanguard or our service providers does not include personal information that could be used to identify you such as your name, address, telephone number, email address, or account information. Unless you have adjusted your browser settings so that it will refuse cookies, our system may set cookies when you visit the site. You may choose to remove or disable cookies via your browser. Google Analytics uses data when you access the Vanguard website. For more information, see "HOW GOOGLE USES INFORMATION FROM SITES OR APPS THAT USE OUR SERVICES," located at https://policies.google.com/technologies/partner-sites. You can opt out of being tracked by Google Analytics at the following location: https://tools.google.com/dlpage/gaoptout.
To learn more about how Vanguard uses cookies, please visit the Vanguard Cookie Policy.
By using our website, you consent to the use of cookies as described above.
Terms and conditions of use | Disclaimers | Privacy policy | Cookie policy | | |
