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Investment assumptions Methodology, assumptions, and limitations

Initial investment amount
$
Anticipated annual return
% %
Holding period (years)


Additional investment amount $

 
Management costs
  %
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Buy spread cost
  %
Sell spread cost
  %
Initial investment fee
Additional investment fee
Adviser service fee
Administrative fee
Withdrawal fee

Simulate costs

  1. Discover the difference that costs can make over the length of the investment.
  2. Customise initial investment amounts, anticipated annual returns and holding periods.
  3. Analyse the cost difference between different managed funds and ETFs.
Projected value {{if costResults.fundList[0]}}{{= scaleCurrencyFormat(getFundCosts(FundCosts.FINAL_INV_AMT.Code,0))}}{{/if}} {{if costResults.fundList[1]}}{{= scaleCurrencyFormat(getFundCosts(FundCosts.FINAL_INV_AMT.Code,1))}}{{/if}} {{if costResults.fundList[2]}}{{= scaleCurrencyFormat(getFundCosts(FundCosts.FINAL_INV_AMT.Code,2))}}{{/if}} {{if costResults.fundList[3]}}{{= scaleCurrencyFormat(getFundCosts(FundCosts.FINAL_INV_AMT.Code,3))}}{{/if}}
Total costs {{if costResults.fundList[0]}} {{= scaleCurrencyFormat(getFundCosts(FundCosts.TOTAL_COSTS.Code,0))}} {{/if}} {{if costResults.fundList[1]}} {{= scaleCurrencyFormat(getFundCosts(FundCosts.TOTAL_COSTS.Code,1))}} {{/if}} {{if costResults.fundList[2]}} {{= scaleCurrencyFormat(getFundCosts(FundCosts.TOTAL_COSTS.Code,2))}} {{/if}} {{if costResults.fundList[3]}} {{= scaleCurrencyFormat(getFundCosts(FundCosts.TOTAL_COSTS.Code,3))}} {{/if}}
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The cost simulation tool is for use by financial advisers only. That is, persons who are authorised to provide financial product advice to retail clients under an Australian Financial Services Licence.

The tool provides illustrations on how different costs can impact an investment, however cost is only one factor to consider. There may be significant differences between the investment funds, even those within the same Morningstar category that are not discussed here, including different objectives and risk factors. There are material differences between Managed Funds and ETFs. ETFs are priced continuously and bought and sold throughout the day in the secondary market (at a premium or discount to NAV) and therefore investors may incur customary brokerage fees, commissions and a bid/ask spread. Please consult a stockbroker for more information in relation to their fees and charges.

This tool is not intended to be relied upon when making financial decisions or recommendations. The results which you generate when using the tool are dependent on variables inputted and the assumptions made. As the variables and assumptions are unlikely to match your client's situation precisely, the results will not be fully accurate. For detailed information about the assumptions and their limitations, please click "Methodology, assumptions and limitations" above.

You should consider the relevant Product Disclosure Statement or Prospectus and your client's personal circumstances in order to decide whether a fund is suitable to your client.

Although Vanguard obtains the information provided by this tool from third-party sources believed to be reliable, Vanguard does not guarantee the information and disclaims any liability associated with the use of this cost simulation tool. No reader of the information may use the information to create or offer a cost simulation tool or similar product. You may only use this tool for your own personal or professional use.