VDBA
Vanguard Diversified Balanced Index ETF
β³οΈ DIVERSIFIED
ποΈ SOCIALLY AWARE
π GLOBAL
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π Esg
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
-0.07%
Annual Growth
5 years average annual growth
π°
1.64%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
34
Pearlers Invested
Since January 2020
π Overview
Key information
π Fund Overview
VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.
π Performance
Price History
+6.79%
1M
1Y
All Time
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$61,396.47
after 5 years
$121,093.03
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
ποΈ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out βπ΅ Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out ββ±οΈ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out βπ Top Holdings
Show moreUpdated as of 30 November 2022
Industry Exposure
π Other
77%
π¦ Financials
10%
π€ Information
7%
𧱠Materials
6%
Country Exposure
π¦πΊ Australia
36%
πΊπΈ United States
33%
Other
24%
π―π΅ Japan
5%
π«π· France
3%
π° Distributions
Payouts
π° Annual Distribution Yield*
1.64%
π° Annual Distribution Earnings Per $1,000 invested**
$16.38
π° Most Recent Distribution Franked Percentage Estimate
28.55%
π° Average Distribution Franked Percentage Estimate
29.94 %
π° Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the 5 year average distribution yield by $1,000
Estimate your distribution
If you held
$
of VDBA, your last distribution payment(s) would have been:
$ 49.98
on Wed Apr 17 2024
$ 27.78
on Wed Jan 17 2024
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$0.37
28.55%
2023
$0.83
14.75%
2022
$1.58
14.42%
2021
$5.08
8.04%
2020
$2.90
1.24%
2019
$0.98
8.18%
2018
$0.61
9.82%
2017
$0.00
0.00%
2016
$0.00
0.00%
2015
$0.00
0.00%
π΅ Costs
πΌ
0.27%
Management Fee
Included in unit price, not charged by Pearler
πΈ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πΈ Net fee calculatorπ Environmental, Social and Governance scores βΉοΈ
π³
Environmental Score
84
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
βοΈ
Governance Score
82
An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.
π€ Advanced information
Technical Info
π° Price
$53.66
π° Price To Earnings Ratio
0.00
π° Price To Book Ratio
0.00
π° Leveraged
No
π° Inverse
No
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in VDBA
34
π Total Capital Earnings
$109K
π Average investment frequency
36 weeks
π΅ Average investment amount
$12,179
β° Last time a customer invested in VDBA
12 days
VDBA investor breakdown
π΅ Income of investors
More than 200k
150k - 200k
8%
100k - 150k
23%
50k - 100k
49%
Less than 50k
18%
πΆ Age of investors
18 - 25
26 - 34
35%
35 - 90
59%
π Cis-gender of investors
Female
62%
Male
38%
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π Performance (5Yr p.a)
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π Share price
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𧱠MATERIALS
β³οΈ DIVERSIFIED
πΈ FINANCIALS
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ποΈ SOCIALLY AWARE
π GLOBAL
β³οΈ DIVERSIFIED
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π Performance (5Yr p.a)
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π Share price
$119.83 AUD
β³οΈ DIVERSIFIED
π HIGH PRICE GROWTH
π€ TECHNOLOGY
π GLOBAL
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1.47%
π Share price
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β³οΈ DIVERSIFIED
π GLOBAL
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π Performance (5Yr p.a)
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π Share price
$51.40 AUD
πΊπΈ UNITED STATES
π HIGH PRICE GROWTH
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VDCO.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target risk asset allocation. Vanguard Diversified Conservative Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax
π Performance (5Yr p.a)
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π Share price
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π GLOBAL
VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax
π Performance (5Yr p.a)
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π Share price
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β³οΈ DIVERSIFIED
π GLOBAL
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π Performance (5Yr p.a)
-4.46%
π Share price
$37.60 AUD
π GLOBAL
Vicinity Centres operates as a real estate investment trust, which engages in the development, operation, and management of shopping centers. The company is headquartered in Melbourne, Victoria. The company went IPO on 2011-12-05. The firm owns and manages retail destinations across Australia and offer a range of retail, residential, and office spaces. The firm has direct Portfolio with interests in 59 shopping centers, including the DFO Brisbane business and manages 29 assets on behalf of Strategic Partners, 28 of which are co-owned by the Company. Its properties include Bankstown Central, Bayside, Buranda Village, Chadstone, DFO Perth, Emporium Melbourne, Queen Victoria Building, QueensPlaza, and The Glen. Its development properties include 1 Middle Road, Chadstone, Bankstown Central, 12 Balmoral Walk, Bayside, Box Hill Central, Box Hill, and Chatswood Chase Sydney. The firm also offers a range of retail solutions, such as advertising, brand activations, leasing, and pop-up retail.
π Performance (5Yr p.a)
-4.70%
π Share price
$1.91 AUD
ποΈ SOCIALLY AWARE
π³ ENVIRONMENTAL
π REAL ESTATE
π HIGH ESG SCORE
ποΈ
Social Score
92
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.