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How to join AGEST

Vanguard Investments

Last Updated : 27 Jan 2010
 

Website: www.vanguard.com.au


AGEST and Vanguard

AGEST employs Vanguard to manage the Listed Property investments of the fund. We invest via the Vanguard International Property Securitites Index Fund (Hedged).

Objective and Strategy

Objective
To match the return (income and capital appreciation) of the UBS Global Real Estate Investors Index ex-Australia (with net dividends reinvested) hedged into Australian dollars before taking into account fund fees and expenses.

Strategy
More than 90 per cent of the world's property securities investment opportunities are located overseas. Because there is a low correlation between Australian and overseas property markets, adding international property to an Australian property securities portfolio can improve your risk/return profile.

Vanguard's International Property Securities Index Fund (Hedged) provides a low cost way to access international property markets. Investing in around 200 property securities listed on the exchanges of 17 of the world's major economies, the fund provides a level of diversification not available in the Australian property market. The fund excludes Australia, so investors can add international property to their existing Australian property investments to create a truly global property portfolio.

The fund is fully hedged into the Australian dollar so currency fluctuations in investments in international property markets will not impact returns.




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