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Vanguard Personal Investor

About this Fund

Fund Detail

PDS
FUND MANAGER
ASX Code
APIR
ASSET CLASS PLATFORMS (INVESTMENT)
INVESTMENT STYLE
INVESTMENT PROFILE
CURRENCY MANAGEMENT
INCEPTION DATE
BENCHMARK
FUND SIZE
DISTRIBUTION FREQUENCY
NO. OF HOLDINGS
FEES
STRUCTURE

Benefits

Benefits

A respected global brand
• Global reach: as one of the world’s largest investment companies, you can trust Vanguard to partner with you on your investment journey.
• Comprehensive range of investment options: access to Vanguard managed funds, Vanguard ETFs and selected ASX listed direct shares.

Manage your investments online anytime, anywhere
• Easy and convenient online access at your fingertips
— You can open a Vanguard Personal Investor Account online at www.vanguard.com.au/personal.
— You can buy and sell investments online via your Vanguard Online account or via the mobile app (when available)
— You can set-up an automatic investment into managed funds via the Auto Invest feature.
— You can access your transactional information, portfolio holdings and valuations at any time.
— You can view and download reports and statements (including tax statements).

• Convenient cash management: your account comes with an integrated Vanguard Cash Account, a centralised cash hub for investing, settling your transactions, receiving investment income and paying withdrawals.
• Maximise your investment opportunity: you can transfer money from a linked bank account into your Vanguard Cash Account, so you are ready to invest when the opportunity is right for you.
• Earn a competitive interest rate: you will receive a competitive variable interest rate on the money held in your Vanguard Cash Account. 
• Convenient access to your money: you can transfer available money from your Vanguard Cash Account to your linked bank account online. 

RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

Vanguard Personal Investor offers access to a wide range of investment options including Vanguard managed funds, Vanguard ETFs and selected ASX listed direct shares so that you can invest according to your personal needs. The range of available investments will vary from time to time. Please refer to the Investment Menu for the most up to date list. You should consult the relevant PDS or disclosure document of each investment option (where applicable) before making an investment decision. 

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