Hi Aris, Welcome to this week's edition of Smart Investing. When Jeremy Duffield founded Vanguard’s Australian operations in 1996, index investing was considered a novelty. Fast-forward to today and Vanguard is Australia's largest ETFs manager, with more than $70.5 billion in investors' assets under management as at 30 April 2025. In our lead article Jeremy reflects on his career and experiences bringing Vanguard and index investing to Australia. Did you know the estimated combined fortunes of Australia's 200 wealthiest people and families has surged by more than 50% over the last five years? That's very impressive, but the average returns from various share markets, including Australia's, have been considerably higher. We look at the returns from three Vanguard equities ETFs, based on an initial $10,000 investment in April 2020, to illustrate the point. Lastly, we look at some ways investors are using ETFs in their portfolios, depending on their investment goals and portfolio strategy. | |
| Reflections from Vanguard Australia's founding managing director, Jeremy Duffield. Read article | |
|
|
|
| How a managed investment strategy using ETFs could boost your wealth. Read article | |
|
|
|
| Investors can incorporate ETFs as a stable core or as diversifiers. Read article | |
|
|
|
| Reflections of John Bogle's legacy as Vanguard turns 50 Giving investors a better deal, the indexing revolution, and the rise of ETFs. Learn more | |
|
|
|
| How Vanguard's low-cost revolution changed the game Australian investors have saved over $15 billion in fees using low-cost index funds. Learn more | |
|
|
|
| Your 30 June superannuation checklist Five easy ways to get more into your super fund before the end of the financial year. Learn more | |
|
|
|
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. © 2025 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 | |