Vanguard Global Minimum Volatility - Managed Fund

Fund Objective

The Fund invests primarily in a group of global equity common stocks that together are deemed by the portfolio manager to have the potential to generate lower volatility relative to the broad equity market. The portfolio includes a diverse mix of companies representing many different market sectors, countries, and industry groups.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-4.68%	2.42%	2.92%	7.53%	8.33%	10.22%	5.95%	7.26%
Growth return	-4.65%	2.51%	1.23%	-0.24%	3.3%	6.78%	3.1%	3.59%
Income return	-0.03%	-0.09%	1.69%	7.77%	5.03%	3.44%	2.85%	3.67%

As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Vanguard Global Minimum Volatility

Australian Equities: 3.18%

International Equities: 89.43%

Cash: 1.74%

Property & Infrastructure: 5.65%

General Information

Fund Details

Type	Description
Fund Name	Vanguard Global Minimum Volatility
Responsible Entity	Vanguard Investments Australia Ltd
APIR Code	VAN0068AU
Morningstar Rating	(as at 31 Mar 2026)
Legal Structure	Unknown
Fund Inception	6 Jul 2015
Fund Size	$16.8 million (as at 31 Mar 2026)
Entry Price	$1.4373 (as at 13 Apr 2026)
Exit Price	$1.4347 (as at 13 Apr 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.35% (as at 1 Oct 2025)
Indirect Cost Ratio (ICR)	0.35% (as at 30 Jun 2025)
Minimum initial investment	$500,000
Minimum additional investments	$5,000.00
Minimum redemption amount	$1,000.00

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
Sp500 Mic Emin Futmar26	Equity Index - Future	3.38%
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FAQs about the Vanguard Global Minimum Volatility

What is the objective of the Vanguard Global Minimum Volatility managed fund?

The objective of the Vanguard Global Minimum Volatility managed fund is The Fund invests primarily in a group of global equity common stocks that together are deemed by the portfolio manager to have the potential to generate lower volatility relative to the broad equity market. The portfolio includes a diverse mix of companies representing many different market sectors, countries, and industry groups.

What is the strategy for the Vanguard Global Minimum Volatility managed fund?

The strategy of the Vanguard Global Minimum Volatility managed fund is The Fund invests primarily in a group of global equity common stocks that together are deemed by the portfolio manager to have the potential to generate lower volatility relative to the broad equity market. The portfolio includes a diverse mix of companies representing many different market sectors, countries, and industry groups.

What is the APIR code of the Vanguard Global Minimum Volatility managed fund?

The APIR code of the Vanguard Global Minimum Volatility managed fund is VAN0068AU.

What was Vanguard Global Minimum Volatility’s total return last month?

Vanguard Global Minimum Volatility’s total return last month was -4.68%. This was made up of a growth return of -4.65% and an income return of -0.03%. These returns were calculated as at 31 Mar 2026.

What was Vanguard Global Minimum Volatility’s total return for the last three months?

Vanguard Global Minimum Volatility’s total return for the last three months was 2.42%. This was made up of a growth return of 2.51% and an income return of -0.09%%. These returns were calculated as at 31 Mar 2026.

What is Vanguard Global Minimum Volatility’s one-year total return?

Vanguard Global Minimum Volatility’s one-year total return is 7.53%. This was made up of a growth return of -0.24% and an income return of 7.77%. These returns were calculated as at 31 Mar 2026.

What is Vanguard Global Minimum Volatility’s three-year total return?

Vanguard Global Minimum Volatility’s one-year total return is 10.22%. This was made up of a growth return of 6.78% and an income return of 3.44%. These returns were calculated as at 31 Mar 2026.

What is the asset allocation of the Vanguard Global Minimum Volatility managed fund?

The asset allocation of the Vanguard Global Minimum Volatility managed fund is :

Australian Equities: 3.18%

International Equities: 89.43%

Cash: 1.74%

Property & Infrastructure: 5.65%

Who is the responsible Entity of the Vanguard Global Minimum Volatility managed fund?

The Responsible Entity for the Vanguard Global Minimum Volatility managed fund is Vanguard Investments Australia Ltd.

What is the size of the Vanguard Global Minimum Volatility managed fund?

As at 31 Mar 2026, the size of the Vanguard Global Minimum Volatility managed fund was $16.8 million.

What is the inception date of the Vanguard Global Minimum Volatility managed fund?

The Vanguard Global Minimum Volatility managed fund has an inception date of 6 Jul 2015.

What is the current entry price of the Vanguard Global Minimum Volatility managed fund?

The current entry price of the Vanguard Global Minimum Volatility managed fund is $1.4373 per unit and the current exit price is $1.4347 per unit (as at 13 Apr 2026).

What is the current exit price of the Vanguard Global Minimum Volatility managed fund?

The current exit price of the Vanguard Global Minimum Volatility managed fund is $1.4347 per unit and the current entry price is $1.4373 per unit (as at 13 Apr 2026).

What is the minimum investment amount for the Vanguard Global Minimum Volatility managed fund?

The minimum initial investment amount for the Vanguard Global Minimum Volatility managed fund is $500,000. Minimum additional investment is $5000.

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.

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