Core Satellite Approach Vanguard

Using broad market index funds or etfs as the portfolio s core indexing gives investors a low cost more tax efficient and diversified portfolio. At its most basic level it comprises a core of long term investments with a periphery of more specialist or shorter term investments. The core satellite approach to portfolio construction is a methodology used to combine actively managed funds with index funds in a single portfolio.

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Core satellite investing is a proven investment strategy that applies rigorous academic research in a real world application.

Core satellite approach vanguard.

Vanguard s guide to core satellite investing in essence core satellite is a common sense investment approach which combines the benefits of index funds lower cost broader diversification tax efficiency and lower volatility with actively managed funds or other direct investments offering potential for outperformance. A core satellite approach allows businesses to lower overall client investment costs and in many cases enhance practice profit while providing clients with greater consistency of results. Portfolio c will be another 80 20 core satellite portfolio. Portfolio b will be a 80 20 core satellite portfolio.

2000 will go into magellan global one of australia s top actively managed funds. Portfolio a will contain exactly 10 000 worth of vanguard s high growth managed fund. Core satellite investing is a method of portfolio construction designed to minimize costs tax liability and volatility while providing an opportunity to outperform the broad stock market as a. The core satellite approach core satellite delivers the best of both worlds.

We invest 8000 in vanguard s high growth fund. Core satellite is a common sense investment approach which combines the benefits of index funds lower cost broader diversification tax efficient and lower volatility with actively managed funds or other direct investments offering potential for outperformance. Once implemented the approach is easily managed giving you time to concentrate on the important things in your business. Vanguard s approach reduces the tracking error risk of the portfolio by holding most or all of the index securities very close to their index weights.

This provides truly diversified market exposure. The appeal of this approach is that it seeks to establish a risk controlled portfolio while also securing some prospects of outperformance. A common sense approach.