InvestSMART

Vanguard Active Positive Impact - Managed Fund

Fund Objective
The Fund aims to outperform the benchmark over the long term. The Fund also aims to contribute towards a more sustainable and inclusive world by investing primarily in the equities of companies whose products and/or services make a positive social or environmental impact.
Fund Strategy
The Fund is an actively managed portfolio of typically 25 - 50 global companies seeking long-term outperformance and positive impact across four impact themes. Ideas are generated from diverse sources; using a 'bottom-up' approach based on fundamental research. The impact analysis is carried out using a rigorous; qualitative framework based on assessing predetermined factors. Investment restrictions seeking to exclude investments on various norms and revenue-based indicators are applied.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.11% 3.92% 17.73% 24.26% 17.21% -% -% -%
Growth return 1.11% 3.92% 9.46% 15.54% 11.44% -% -% -%
Income return 0% 0% 8.27% 8.72% 5.77% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 1.99% 6.14% 12.44% 23.03% 23.12% 22.63% 16.27% 13.14%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Vanguard Active Positive Impact
International Equities
97.69%
Cash
2.31%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.52%
Cash
1.76%
Australian Equities
1.42%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
Vanguard Active Positive Impact
Vanguard Investments Australia Ltd
VAN2580AU
Equity World Large Growth
Not Rated
Investment Fund
12 Oct 2022
$15.7 million (as at 30 Sep 2025)
$1.3914 (as at 7 Oct 2025)
$1.3858 (as at 7 Oct 2025)
Open
Offer information
Type Description
MER 0.79% (as at 1 Sep 2025)
Indirect Cost Ratio (ICR) 0.79% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $500,000

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 6.60%
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FAQs about the Vanguard Active Positive Impact

The objective of the Vanguard Active Positive Impact managed fund is The Fund aims to outperform the benchmark over the long term. The Fund also aims to contribute towards a more sustainable and inclusive world by investing primarily in the equities of companies whose products and/or services make a positive social or environmental impact.

The strategy of the Vanguard Active Positive Impact managed fund is The Fund is an actively managed portfolio of typically 25 - 50 global companies seeking long-term outperformance and positive impact across four impact themes. Ideas are generated from diverse sources; using a 'bottom-up' approach based on fundamental research. The impact analysis is carried out using a rigorous; qualitative framework based on assessing predetermined factors. Investment restrictions seeking to exclude investments on various norms and revenue-based indicators are applied.

The APIR code of the Vanguard Active Positive Impact managed fund is VAN2580AU.

Vanguard Active Positive Impact’s total return last month was 1.11%. This was made up of a growth return of 1.11% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Vanguard Active Positive Impact’s total return for the last three months was 3.92%. This was made up of a growth return of 3.92% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Vanguard Active Positive Impact’s one-year total return is 24.26%. This was made up of a growth return of 15.54% and an income return of 8.72%. These returns were calculated as at 30 Sep 2025.

Vanguard Active Positive Impact’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Vanguard Active Positive Impact managed fund is :

International Equities
97.69%
Cash
2.31%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Vanguard Active Positive Impact managed fund is Vanguard Investments Australia Ltd.

The Vanguard Active Positive Impact managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Sep 2025, the size of the Vanguard Active Positive Impact managed fund was $15.7 million.

The Vanguard Active Positive Impact managed fund has an inception date of 12 Oct 2022.

The current entry price of the Vanguard Active Positive Impact managed fund is $1.3914 per unit and the current exit price is $1.3858 per unit (as at 7 Oct 2025).

The current exit price of the Vanguard Active Positive Impact managed fund is $1.3858 per unit and the current entry price is $1.3914 per unit (as at 7 Oct 2025).

The minimum initial investment amount for the Vanguard Active Positive Impact managed fund is $500,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.