Vanguard Active Global Growth Performance Review | News | Fact Sheet

Vanguard Active Global Growth (VAN0722AU) Report & Performance

What is the Vanguard Active Global Growth fund?

The Fund seeks to provide long-term capital growth by investing primarily in equity securities from around the globe that are considered to have above-average growth potential. Vanguard Active Global Growth Fund , managed by Baillie Gifford, seeks to provide long-term capital growth by investing primarily in equity securities of companies from around the globe that are considered to have above-average growth potential.

  • The fund invests in 70 -120 growth stocks in well-managed businesses which enjoy sustainable competitive advantages and grow their earnings at a faster rate than the market over the long term.
  • Based on the characteristics of each company, Baillie Gifford categorises stocks into one of four growth profiles: stalwart, rapid, cyclical and latent; in recognition that companies grow at different rates. This allows the portfolio to capture growth opportunities that other investors may overlook.
  • The portfolio is well-diversified, low turnover and differs greatly from the index

Growth of $1000 Investment Over Time

Performance Report

Peer Comparison Report

Peer Comparison Report

Product Snapshot

  • Performance Review
  • Product Overview
  • Peer Comparison
  • Product Details

Performance Review

Fund Name Last Month
? Returns after fees in the most recent (last) month).
3 Months Return
? Returns after fees in the most recent 3 months.
1 Year Return
? Trailing 12 month returns.
3 Years Average Return
? Average Annual returns from the last 3 years.
Since Inc. Average Return
? Average (annualised) returns since inception
1 Year Std. Dev. (Annual)
? The standard deviation (or annual volatility) of the last 12 months.
3 Years Std. Dev. (Annual)
? The average standard deviation (or annual volatility) from the last 3 years.
Since Inc. Std. Dev. (Annual)
? The average standard deviation (or annual volatility) since the fund inception.
1 Year Max Drawdown
? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
3 Year Max Drawdown
? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Since Inc. Max Drawdown
? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Vanguard Active Global Growth0.69%2.22%21.66%0.83%9.4%11.56%14.03%13.58%-3.79%-28.9%-29.42%

Product Overview

Peer Comparison

Product Details

Product Due Diligence

What is Vanguard Active Global Growth

Vanguard Active Global Growth is an Managed Funds investment product that is benchmarked against Developed -World Index and sits inside the Foreign Equity - Large Growth Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The Vanguard Active Global Growth has Assets Under Management of 47.60 M with a management fee of 0.6%, a performance fee of 0 and a buy/sell spread fee of 0.25%.

How has the investment product performed recently?

How is risk measured in this investment product?

What is the relative performance of the investment product?

Does the investment product produce Alpha over its Peers?

What are similar investment products?

What level of diversification will Vanguard Active Global Growth provide?

How do I compare the investment product with its peers?

How do I compare the Vanguard Active Global Growth with the Developed -World Index?

Can I sort and compare the Vanguard Active Global Growth to do my own analysis?

Has the Vanguard Active Global Growth been independently verified by SMSF Mate?

How can I invest in Vanguard Active Global Growth?

How do I get in contact with the Vanguard Active Global Growth?

Comments from SMSF Mates

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