A number of investors prefer an all-in-one investment and then adopt a hands off approach.
I am aware of two ETFs which can be suitable for them as per the title of this thread.
The present mix for VDHG is
Vanguard re-balance the mix periodically.
The mix DHHF is
The difference is with Vanguard in using wholesale funds. If an investor (especially) in the underlying fund sells, this can cause capital gain issues for all investors. It isn’t the case with DHHF as it is using ETFs and an investor selling one of those does not result in a capital gains issue for other holders.
Just something to think about for those who wish to invest in these products.
Be the first to comment