Vanguard S&P 500 UCITS ETF - Revision history

>Xss at 09:49, 28 July 2023

2023-07-28T09:49:20Z

← Older revision		Revision as of 10:49, 28 July 2023
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	== Valuation ==		== Valuation ==
			From previous figures and tables which compare the performance of the Fund and the Index, it is valid to predict the potential returns of investing in this Fund by predicting the performance of the S&P 500 Index, as the performance of the Fund has been shown to match closely with that of the Index. The S&P 500 Index has returned a historic annualised average return of around 11.88% since its 1957 inception until the end of 2021. Despite extremely difficult economic times during that period, the Index has still managed to achieve such a significant return annually when averaged. From this, it is valid to assume that over the long-term, investors can expect positive returns by investing in the Fund, which can grow substantially if the effects of compounding returns are taken advantage of.

>Xss at 09:36, 28 July 2023

2023-07-28T09:36:16Z

← Older revision		Revision as of 10:36, 28 July 2023
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	=== Tax Efficiency ===		=== Tax Efficiency ===
			Another benefit of investing in ETFs using dollar cost averaging for the long-term is that it is a tax-efficient way to grow investments. This can be achieved in the U.K. by investing through a stocks and shares Individual Savings Account (ISA), where each investor has a £20,000 allowance each tax year, from which all capital gains and income made from their investments will not be taxed.

			== Valuation ==

>Xss at 09:21, 28 July 2023

2023-07-28T09:21:10Z

← Older revision		Revision as of 10:21, 28 July 2023
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	=== Cost Analysis ===		=== Cost Analysis ===
			Figure 3 shows the cost comparison for a £10,000 investment between this Fund and the average similar fund over 10 years, assuming an annual return of 5%. This Fund's low ongoing charges allows investors to keep more of their returns, £1399 over 10 years according to data from Morningstar and Vanguard, a substantial percentage of the initial lump sum investment. John Bogle and Vanguard are strong advocates of low-cost investing, as the costs involved with investing has been proven to make a significant impact on investors' returns.
			[[File:Screenshot 2023-07-28 at 10.03.32.png\|center\|thumb\|949x949px\|Figure 3. Cost comparison of a £10,000 investment between this Fund and the average similar fund over 10 years, assuming an annual return of 5%. Source: Morningstar and Vanguard, data as of 15 Jul 2020]]

			== Investment Strategy ==

			=== Dollar Cost Averaging ===
			A common and widely-recommended way of investing in ETFs is dollar cost averaging, where investors invest a fixed amount at regular time intervals (e.g. £1000 a month), as opposed to making a single lump sum investment. This investment strategy allows investors to manage price risk and reduce the impact of volatility on their portfolios. Additionally, it removes the need for investors to "time the market", making investing much simpler and less stressful. This is the long-term investment strategy, investing for the long-term is again heavily promoted by John Bogle and Vanguard, and many other high-profile investors alike. Investors should reinvest any dividends earned from their investments to take advantage of the effects of compounding returns which can bring significant growth to an investor's portfolio.

			=== Tax Efficiency ===

>Xss at 09:02, 28 July 2023

2023-07-28T09:02:33Z

@@ Line 44: / Line 44: @@
 [[File:Fund and Index past performance.png|center|thumb|812x812px|''Figure 2. Fund and Index past performance as of 30 June 2023. Source: Vanguard'']]
-Figure 3 shows the past performance of the Fund based on a lump sum investment of $10,000. The figure shows a clear upward trend.
+=== Portfolio Data ===
-[[File:Past performance of Fund based on lump sum.png|center|thumb|835x835px|''Figure 3. Past performance of the Fund based on a lump sum investment of $10,000 as of 30 June 2023. Source: Vanguard'']]
+Table 3 shows the fundamental characteristics of the Fund compared to the Index side by side, as of 30 Jun 2023.

>Xss: main changes

2023-07-28T08:39:51Z

main changes

@@ Line 1: / Line 1: @@
-== Objective ==
+== About Exchange-Traded Funds (ETFs) ==
-* The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Standard and Poor’s 500 Index (the “Index”).
+Due to their growing popularity, investing in ETFs has become simple and easy. ETFs are now commonly available on most online investing platforms, retirement account provider sites and investing app. Many of these platforms offer commission-free trading, meaning that you do not have to pay fees to the platform providers to buy or sell ETFs.
-* The Index is comprised of large-sized company stocks in the US.
+== About Vanguard ==
-* The Fund attempts to: 1. Track the performance of the Index by investing in all constituent securities of the Index in the same proportion as the Index. Where not practicable to fully replicate, the Fund will use a sampling process. 2. Remain fully invested except in extraordinary market, political or similar conditions.
+The Vanguard Group was founded by legendary investor John C. Bogle, author of ''“The Little Book of Common Sense Investing”'' (an absolute must-read). Unlike typical investment companies, Vanguard is structured in the U.S. to be owned by its own funds, which means it is owned by its investors. Vanguard’s profits are ultimately redirected to their own investors in the form of lower fees. Vanguard fully represents its founder’s investing philosophy of steady investing and keeping things simple with the index fund that track the performance of the entire market. This philosophy is one that is endorsed by many high-profile investors and economists across the world.

Manos: Created page with "== Objective == * The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Standard and Poor’s 500 Index (the “Index”). * The Index is comprised of large-sized company stocks in the US. * The Fund attempts to: 1. Track the performance of the Index by investing in all constituent securities of the Index in the same proportion as the Index. Where not practica..."

2023-07-26T22:13:22Z

Created page with "== Objective == * The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Standard and Poor’s 500 Index (the “Index”). * The Index is comprised of large-sized company stocks in the US. * The Fund attempts to: 1. Track the performance of the Index by investing in all constituent securities of the Index in the same proportion as the Index. Where not practica..."

New page

== Objective ==

* The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Standard and Poor’s 500 Index (the “Index”).

* The Index is comprised of large-sized company stocks in the US.
* The Fund attempts to: 1. Track the performance of the Index by investing in all constituent securities of the Index in the same proportion as the Index. Where not practicable to fully replicate, the Fund will use a sampling process. 2. Remain fully invested except in extraordinary market, political or similar conditions.