The Vanguard Diversified All Growth Index ETF (ASX: VDAL) is an all-equities diversified ETF that invests 100% in growth assets and is designed for Australian investors with a very high tolerance for risk who are seeking long-term capital growth. It offers exposure to more than 6,000 equities listed across over 50 global markets, including Australian equities, global equities, emerging markets and global small caps, all in a single trade. VDAL has a management fee of 27 basis points per annum.

The Vanguard Diversified Income ETF (ASX: VDIF) which is designed for Australian investors seeking regular income with some capital growth potential, without sacrificing the benefits of diversification, sets a new standard in the Australian market for income-generating ETF solutions. It provides exposure to over 12,000 securities via access to underlying funds that invest in investment grade fixed income and corporate bond strategies, and high dividend yield equities. VDIF targets a 40% allocation to defensive asset classes and a 60% allocation to growth asset classes. VDIF has a management fee of 32 basis points per annum.

“More than 50 million investors worldwide trust Vanguard for our low-cost, high-quality investment solutions, backed by 50 years of global experience including nearly 30 years serving Australian investors. We acutely understand that investors have different needs at different times, depending on their financial goals and individual circumstances,” said Matthew Cho, Head of Multi-Asset Solutions.

“And with more Australian dollars invested with Vanguard than any ETF provider, we recognise the critical role ETFs have played over the last 16 years in providing Australians with easy, accessible and flexible investment options to build and protect their wealth.”

Mr. Cho said Vanguard’s ready-made diversified ETFs reflect Vanguard’s best thinking of its global investment strategy team to deliver low cost, transparent diversified investment portfolios that meet the primary portfolio construction needs of investors across a spectrum of risk-return profiles.

“Like our existing ready-made diversified fund options, our new all growth and income-focused ETFs are designed with the diverse needs of Australian investors in mind. For example, a younger investor in an accumulation stage and focused on building their wealth, or a retiree looking for a higher level of income.

“Our diversified ETFs are grounded in our proven investment philosophy which emphasises low costs and broad diversification. We bring this philosophy to life through strategic asset allocation – that is we carefully design the weights of the various asset classes to be robust in various market conditions. Our professional portfolio managers then regularly rebalance the ETFs to ensure they stay aligned with their stated risk profiles and investment objectives.

“Vanguard’s ready-made diversified ETFs offer investors a simple, smart, low-cost solution, where with just one trade, investors can hold a broad investment portfolio containing thousands of securities across multiple asset classes, sectors and countries to spread their holdings and grow and protect their wealth against the impacts of market volatility,” said Mr. Cho.

Vanguard’s new diversified ETFs are available on the Vanguard Personal Investor platform and will be rolled out to third party platforms progressively.

The post Vanguard targets next generation of Australian investors with new 100% equities and income-generating diversified ETFs appeared first on AdviserVoice.

Bronwen Moncrieff has been promoted to the role of General Manager of the Zenith business and will take on broader general management responsibility across the different divisions of the Zenith business including data support, sales and marketing, IT and other shared office business functions. In her new role Bronwen will retain the Head of Research role, a position she has held for the past 6 years but delegate some of her existing research responsibilities to the Heads of the different asset classes, including: Andrew Yap (Head of Multi Asset & Australian Fixed Income), Quan Nguyen (Head of Equities), Dugald Higgins (Head of Property & Listed Assets) and Rodney Sebire (Head of Alternatives & Global Fixed Interest).

Bronwen joined Zenith in June 2011 as a Senior Investment Analyst, before being promoted to Head of Research in November 2012.

Bronwen has over 23 years’ experience in the global investment industry, and has held senior analyst roles with several firms including the Future Fund, Lonsec and Russell Investments.

Matthew Cho has been promoted to Investment Consultant and will be joining the five-member consulting team in July 2018. Matt joined Zenith in 2015 as an Associate Investment Analyst, before being promoted to Investment Analyst in May 2016. Prior to joining Zenith, Matt held research and client-facing roles with a private wealth advisory firm. Matt moves across to the consulting division from July 1 with a full understanding of Zenith’s research process and will retain close links to the research team in servicing managed account and consulting clients.

Promotions reflect Zenith’s growing footprint

Both appointments are a direct result of the continued growth in the take up of Zenith’s managed account and investment consulting services. The increasing interest in managed account portfolio services by advisers is providing an exciting growth avenue for Zenith. Zenith believes its success in this area is as a direct result of the strength of its underlying research, which remains core to its portfolio management services and is a key competitive advantage compared to a number of other investment consultants that have emerged in the market.

Zenith Managing Partner David Wright said “we believe Zenith’s competitive advantage in managed accounts is underpinned by the ability to generate unique insights from our own research team. This provides the infrastructure to build high-performing lower-risk portfolios, as well as exceptional reporting that’s enjoyed by our adviser clients.”

The post Zenith appoints General Manager and Investment Consultant  appeared first on AdviserVoice.