| Hi Aris, Welcome to this week's edition of Smart Investing. Recent share market gains mean some investors may now be taking on more risk than they had initially planned for. Portfolio drift can potentially be damaging over time, but it can be fixed. In our lead article, Vanguard's Senior Manager, Investment Strategy Group, Maziar Nikpour explains how portfolios can easily be rebalanced to align them with their original risk settings. Meanwhile, the Australian ETF industry hit a new record high in February thanks to around $1.7 billion of new investor inflows. We look at the latest ASX data and show where investors were investing over the last month. Lastly, we detail three things to consider if you are thinking of switching to another superannuation fund this financial year or in the future.
| |
| The problem with portfolio drift, and how to fix it Recent share market gains have given many portfolios a higher equities tilt. It may be time to rebalance. Read article | |
|
|
|
| Australian ETF assets rise $6 billion in February Global equities ETFs attracted the highest investor cash inflows once again in February. Here’s how investors invested. Read article | |
|
|
|
| Three things to consider when switching your super Understanding how your super works and ensuring you get the most from your fund are essential to achieve the retirement lifestyle you envision. Read article | |
|
|
|
| Planning financially for a career break A pause in super contributions can have long-lasting effects. Here's how to plan ahead for super breaks. Read article | |
|
|
|
| Why more investors are choosing index funds The latest SPIVA Australia Scorecard is out, and the results are telling for investors. Read article | |
|
|
|
| ASIC changes to simplify ETFs naming for investors New ETF product labelling rules will soon come into effect to help guide investors. Read article | |
|
|
|
| Unsubscribe. When you unsubscribe via the link, you will be unsubscribing to all Vanguard Australia marketing emails. | |
| 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.
Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (VIA) is the product issuer and operator of Vanguard Personal Investor. Vanguard Super Pty Ltd (ABN 73 643 614 386 / AFS Licence 526270) (the Trustee) is the trustee and product issuer of Vanguard Super (ABN 27 923 449 966). The Trustee has contracted with VIA to provide some services for Vanguard Super. Any general advice is provided by VIA. The Trustee and VIA are both wholly owned subsidiaries of The Vanguard Group, Inc (collectively, "Vanguard").
We have not taken yours or your clients‘ circumstances into account when preparing this email so it may not be applicable to the particular situation you are considering. You should consider yours and your clients‘ circumstances, and our Product Disclosure Statement (PDS) before making any investment decision or recommendation. Distributors of our products must consider our Target Market Determinations ("TMDs") which describe the investors for whom the product would likely be appropriate and consistent with their objectives, financial situation and needs. You can access our PDSs and TMDs at www.vanguard.com.au 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.
© 2024 Vanguard Investments Australia Ltd. All rights reserved.
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 | |
