Vanguard is one of the world's leading asset managers, with more than $6 trillion in assets under management (AUM) globally. We are a leader in single-fund solutions, with more than $1 trillion in AUM in balanced, target-date and target-risk funds combined.
Vanguard asset allocation ETFs are designed to simplify investing while managing risk through balance and global diversification.
Each of our five asset allocation ETFs is an all-in-one portfolio that invests in a different blend of several underlying core Vanguard ETFs. Regular rebalancing aims to maintain the portfolios' respective allocations and keep risk levels in line with investors' goals and risk tolerance.
Like the rest of our product lineup, Vanguard asset allocation ETFs are low cost—with a management fee of 0.22%, helping investors potentially earn more over time.
Built-in asset allocation. Five different asset mixes are designed to meet the risk and return requirements of a wide range of investors.
Broad diversification. Exposure to broad global equity and fixed income markets can help reduce investment risk.
Regular rebalancing. Professional managers maintain the portfolios' respective asset allocations, freeing investors from the hassle of ongoing rebalancing.
Low costs. The portfolios are built with Vanguard's low-cost index ETFs. Lower costs can support higher returns.
Adding a diversified core investment. Broadly diversified, low-cost, static allocation portfolios could form a useful component of your investment offering.
Enhancing your role as a holistic wealth manager. Simple, packaged portfolios can free up time for more value-added activities such as financial planning, behavioural coaching and tax planning for clients.
* Data as of December 31, 2019.
1 The management fee is equal to the fee paid by the Vanguard ETF to Vanguard Investments Canada Inc. and does not include applicable taxes or other fees and expenses of the Vanguard ETF. For any Vanguard ETF which invests in underlying Vanguard fund(s), there shall be no duplication of management fees chargeable in connection with the Vanguard ETF and its investment in the Vanguard fund(s).
This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation.