In this episode of “What’s the Risk?” we revisit the various constructions of MSCI World ex Australia Index and the S&P/ASX 300 Index (Total Return), 70/30, 60/40, 50/50, 40/60, 30/70, and look at their returns end 2025. Our previous video on the same topic was getting a little bit dated, as the data was end 2023.
As the prior video was continuing to get views, we felt it was appropriate to provide an update with the last 2 years of data included, and show how returns may have changed with these constructions. Some people would know the combination of the ETFs that seek to track the performance of these indices as the VAS/VGS split, so it gives a fuller picture of what those constructions would have done over the longer term. It’s important to remember these are the underlying assets, do not factor taxes and trading costs, and they are rebalanced on an annual basis.
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