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Factual snapshot

Vanguard — review

Mechanical, source-cited snapshot of Vanguard's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.

Funds tracked
2
Median annual fee
Median FMA risk

Standardised 1–7 scale

Tracked NZ retail AUM

About Vanguard

Global passive-investment giant; international shares index funds available in NZ via PIE wrappers.

Vanguard website

Fee position vs peers

Per-asset-class median annual fund charge for Vanguard vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).

Asset class Vanguard funds Vanguard median fee Peer median (n) Position
International Equities 2 0.61% (81) not directly comparable on fee (insufficient data)

Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.

Vanguard's funds

Questions about Vanguard

Is Vanguard a good fund manager?

Whether Vanguard suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: Vanguard runs 2 retail managed funds in our coverage. For personalised guidance, see a licensed financial adviser.

What does Vanguard charge?

Per-fund annual fund charges for Vanguard are disclosed in each fund's Quarterly Fund Update on the FMA Disclose register. We don't yet have on-file fee data for the funds in our coverage — see the per-fund page for the source PDS link.

How big is Vanguard?

Fund-size data for Vanguard's 2 funds in our coverage is disclosed quarterly on each fund's Fund Update on the FMA Disclose register. We don't yet have on-file fund-size data for these funds.

What kind of funds does Vanguard run?

Vanguard's range of 2 funds in our coverage is weighted toward international equities (2 funds). See the full list at /providers/vanguard/.

Other managers running international equities funds

How we built this snapshot

Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.

ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.