Benefits of investing in the Vanguard Global Value Equity Fund

Disciplined and systematic approach

The Fund aims to achieve long-term capital appreciation by using a quantitative investment process to identify and invest in securities that have low prices relative to their fundamental measures of value.

Diversified

The Fund invests in a diversified portfolio of global equities.

Global scale and expertise

The Fund offers access to investment expertise from Vanguard's international trading hubs and deep research expertise.

Enjoy the low costs expected from Vanguard

Investors can't control the markets, but they can control the costs of investing. Providing low cost investments isn't a pricing strategy for us. It's how we do business. Vanguard's scale also helps to keep costs low.

Benefits of investing with Vanguard

Stability and experience

The Vanguard Group, Inc. was established in 1975 and has been a leader in low cost investing ever since. In Australia, Vanguard leverages the scale, experience and resources of our established global business. Investing in the funds allows you to access the knowledge and skill of Vanguard as a specialist investment manager.

Client focus

The Vanguard Group, Inc. was founded on a simple but revolutionary idea - that an investment company should manage the funds it offers in the sole interest of its clients. From rigorous risk management to transparent pricing to plain talk communications, we put our clients' interests first.

Low costs

Investors can't control the markets, but they can control the costs of investing. Providing low cost investments isn't a pricing strategy for us. It's how we do business. Vanguard's scale also helps to keep costs low.

Risk level

High

Investor suitability

Buy and hold investors seeking long-term capital growth through value style investing and international securities.

Buy and hold investors seeking long-term capital growth through value style 
investing in global securities.

About the Fund

The Vanguard Global Value Equity Fund is an actively-managed investment strategy. It employs a proprietary quantitative approach that favours investing in global equity securities which have lower prices relative to their fundamental measures of value when compared to other securities in the investment universe.

The Fund is unhedged and exposed to the fluctuating values of foreign currencies; these fluctuations may increase or decrease the value of the Fund.

Fund overview

In pursuit of its investment objective, Vanguard uses a proprietary quantitative model to evaluate an investment universe comprised of large, mid and small cap equity securities from developed markets across the world, which includes a diverse representation of companies, market sectors and industry groups. This investment universe is drawn primarily from equity securities included in the FTSE Developed All Cap Index and the Russell 3000 Index.

Vanguard's quantitative model implements a rules-based active approach that aims to assess the factor exposures of securities, favouring equity securities which, when compared to other securities in the investment universe, have lower prices relative to their fundamental measures of value (which measures may include price-to-book or price-to-earnings ratio, price-to-estimated future earnings and price-to-operating cash flow). The value factor has been shown to be a component of long-run stock market returns.

How we invest your money

The Fund invests primarily in a group of global equity common stocks with the potential to generate higher returns relative to the broad equity market. The portfolio will include a diverse mix of companies representing many different market sectors, industry groups, and countries. Vanguard a quantitative model to evaluate all of the securities in an investment universe comprised of large and mid, and small capitalization stocks and to construct an equity portfolio that seeks to achieve exposure to securities with lower prices relative to fundamental measures of value subject to a set of reasonable constraints designed to foster portfolio diversification and liquidity. Securities with lower prices relative to fundamental value may be identified by measures such as book to price and earnings to price ratios.

This investment universe is drawn primarily from equity securities included in the FTSE Developed All Cap Index and the Russell 3000 Index.

The Fund may also invest in securities that cease to be or are expected to be included in the FTSE Developed All Cap Index and the Russell 3000 Index.