Managed Funds and Managed Investments

Being an independent wealth creation firm we are able to advise you on a range of managed and boutique investments that other firms and financial planners cannot. In today's economic environment, diversification, flexibility and dynamic asset allocation are critical.

 

Fund Name

 Average 
Returns
Risk
Rating*

Overview

Vanguard
ASX ETF (VAS)
17.11%
(1 years)
Low-Medium
The Vanguard Australian Shares Index ETF provides exposure to approximately 290-300 of the largest companies and property trusts listed on the Australian Securities Exchange (ASX). It is a low-cost*, diversified investment option, which through its buy and hold investment approach offers investors the potential for tax-effective returns. 
 

Click Here for more information.

Market Vectors
ASX ETF (MVW)
20.11% p.a
(1 year)
Low-Medium
The VanEck Vectors Australian Equal Weight ETF (MVW) invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns (before management costs) that closely track the returns of the MVIS Australia Equal Weight Index (MVMVWTRG). Click Here for more information
Vanguard
Aust. High Yield
16.55% p.a
(1 years)
Medium
The fund seeks to track the return (income and capital appreciation) of the FTSE ASFA Australia High Dividend Yield Index.
 
 
Vanguard
International Shares (VGAD)
18.24%
(1 years)
Medium
The Vanguard MSCI Index International Shares (Hedged) ETF provides exposure to over 1,500 large-cap and mid-cap companies listed on the exchanges of the world’s major economies excluding Australia, using the benchmark MSCI World ex-Australia (with net dividends reinvested) hedged into Australian dollars Index.
 
Vanguard
Property ETF
15.97%
(5 years)
Medium
The Vanguard Australian Property Securities Index ETF provides a low cost way to invest in a portfolio across a range of retail, office, industrial, tourism, and multi sector (diversified) property securities.
 

 

The information on this site including this page, does not constitute advice. It is information only. Before making any financial decisions you should seek professional advice. Past performance is not a reliable indicator of future performance. 

*Risk Rating is the opinion of Real Wealth. Your idea of risk may vary. Information is as at January 1 2017. Please refer to the product providers for up to date results.