22 September 2021
Hi everyone,
In this week’s Smart Investing, Senior Personal Finance Writer Tony Kaye discusses the similarities and differences between ETFs and managed funds, and how to decide which investment product is right for you.
We also look at four ways to improve your financial health, and why investing is more like a marathon than a sprint.
Lastly, we revisit a piece on factor-based funds and how different factor strategies can help investors achieve specific investment goals.
Regards, | | 
Robin Bowerman Head of Corporate Affairs Vanguard Australia | | | Should I invest in a managed fund or ETF? | What’s the difference between managed funds and ETFs? And which product type is right for you? Read more to learn the key features of both investment products and how you can start investing. | Read article | | | | | Four important steps toward a healthier financial life | If your financial life could use a little extra care and attention, these tips can help you decide where and how to begin. | Read article | | | | | The investment portfolio X factor | Factor-based investing represents a dynamic tool designed to help investors achieve specific investment goals. Learn more about it in this article. | Read article | | | | Best global equity ETFs for Australian investors | | Emma Rapaport | Morningstar | 16 Sep 2021
For broad global exposure, Morningstar analysts have a preference for gold-rated Vanguard MSCI Intl ETF (VGS). The strategy covers large- and mid-cap stocks from 22 developed markets. It sorts stocks by their market cap and targets those that rank in the top 85% by market cap.
To read more, please visit the Morningstar website. | | | Low interest rates require a strategic rethink | In an era of lower-for-longer interest rates and investment returns, retirees in particular should be thinking beyond just income generation to fund their lifestyle spending. | Read article | | | | | The right way to rebalance your investment portfolio | Vanguard research has found that for portfolios supporting long term goals, the exact time and threshold limits you decide upon are less important than the discipline of adhering to a consistent approach. | 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.
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