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Vanguard Balanced Index Fund (0P00007EK0)

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1.332 -0.000    -0.02%
04/08 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 7.6B
Type:  Fund
Market:  Australia
Issuer:  Vanguard Investments Australia Ltd
ISIN:  AU60VAN01087 
Asset Class:  Equity
Vanguard Balanced Index Fund 1.332 -0.000 -0.02%
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Rating
1-Year Change - 10.2%
Prev. Close1.332
Risk Rating
TTM Yield3.23%
ROE22.73%
IssuerVanguard Investments Australia Ltd
Turnover14.98%
ROA8.69%
Inception DateNov 20, 2002
Total Assets7.6B
ExpensesN/A
Min. Investment500,000
Market Cap58.7B
CategoryMultisector Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 878 921 903 1049 1230 1943
Fund Return -12.25% -7.94% -9.7% 1.61% 4.23% 6.87%
Place in category 118 112 113 71 16 7
% in Category 96 89 95 69 21 13

Top Equity Funds by Vanguard Investments Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 26.28B -10.43 3.44 9.10
  Vanguard International Shares Inde 26.01B -16.12 7.87 14.20
  AU60VAN00113 26.01B -16.07 7.59 13.57
  Vanguard Growth Index Fund AU 8.5B -13.04 3.15 8.57
  Vanguard International Shares Index 8.09B -19.32 6.43 11.37

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Retirement Pool 7.54B -5.03 4.05 -
  CFS FC ESup FirstChoice Moderate Se 4.96B -9.07 2.54 -
  FirstChoice WS Inv FirstChoice WS M 4.96B -10.48 2.45 6.63
  CFS FC W PSup FirstChoice W Moderat 4.96B -9.23 2.34 6.24
  CFS FC W Pen FirstChoice W Moderate 4.96B -10.29 2.68 6.93

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Global Agg Bd Indx Fd (Hdg) AU60VAN93092 35.64 - -
  Vanguard Australian Shares Index Fund AU60VAN00022 19.33 2.424 +0.09%
Vanguard Australian Fixed Interest Index AU60VAN00014 15.29 - -
  Vanguard International Shares Index Fund AU60VAN00030 14.28 2.678 -0.43%
  Vanguard International Shares Index Fund Hedged - AU60VAN01053 9.08 0.891 0%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Sell Strong Sell
Technical Indicators Strong Buy Sell Strong Sell
Summary Strong Buy Sell Strong Sell
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