Morningstar

Vanguard Diversified Bond Index 19090

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets 249.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Australia Fund Bonds - Global / Australia
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.37%
  • Effective Duration 6.09 years

AUD

Morningstar’s Analysis 19090

Will 19090 outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 19090’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 19090 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 19090’s parent organization’s priorities and whether they’re in line with investors’ interests.

Worthy blended option for passive global and domestic fixed-interest exposure, but active managers may offer more appeal.

Analyst Ibrahim Guled-Warfield

Ibrahim Guled-Warfield

Analyst

Summary

Vanguard Diversified Bond Index offers a passively managed solution for investors seeking balanced exposure across global and domestic Australian bond investments. We continue to hold conviction in the strategy’s potential to deliver reliable long-term returns, although the mechanical approach may not be the best way to attain the desired allocations to its individual building blocks.

by Ibrahim Guled-Warfield
Rated on Published on

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Portfolio Holdings 19090

More 19090 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Global Agg Bd Indx Fd (Hdg)

69.99 257.0 Mil
—

Vanguard Australian Fixed Interest Index

30.01 110.2 Mil
—

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