Why Vanguard
Who founded Vanguard?
John C. Bogle
Which of the 4 principles do these questions relate to?
How much money do you need?
How many years do you have?
How much risk can you bear along the way?
How much can you invest at the start and regularly from then on?
Goals
What investment type are we best known for?
Funds
How many Learning Styles are there according to Honey & Mumford?
4
What floor of the Walbrook Building are Customer Services on?
When did we first took a stand for investors?
1975. We haven't sat down since.
Fill in the blanks: _____ are risky but offer the potential of higher returns over the long-term.
Shares are risky but offer the potential of higher returns over the long-term.
How many clients invest with us worldwide?
50 million
Complete the following sentence: Activists are people who learn by _____. They like to involve themselves in new experiences, and will ‘try anything once’.
Activists are people who learn by doing. They like to involve themselves in new experiences, and will ‘try anything once’.
What is the name of the new European VP?
Jon Cleborne
Complete the following quote: “Don't look for the needle in the haystack. Just buy _________!” - John C. Bogle
“Don't look for the needle in the haystack. Just buy the haystack!” - John C. Bogle
Fill in the blanks: ____, a type of loan, may offer lower returns but are historically steadier.
Bonds, a type of loan, may offer lower returns but are historically steadier.
What are the top and bottom ends of the risk spectrum in relation to funds?
7 and 1 respectively
What are the 4 Learning Styles outlined by Honey & Mumford?
Activist
Reflector
Theorist
Pragmatist
What is the name of the method of communication we use to liaise with FNZ?
SMTs
What is at the centre of Vanguard's flywheel?
Driven by a highly engaged crew
Fill in the blank: Making money from investments isn’t about predicting the future, because the future is unpredictable. Instead you should focus on the one thing you can control – ____.
Making money from investments isn’t about predicting the future, because the future is unpredictable. Instead you should focus on the one thing you can control – Costs
What are the two options we offer to customers when it comes to selecting funds for their portfolio?
Build Your Own Portfolios and Ready Made Portfolios
What are Honey & Mumford's first names?
Peter and Alan
How many funds do Vanguard's UKPI arm currently offer in total?
86
What is Vanguard's mission statement?
Take a stand for all investors, to treat them fairly, and give them the best chance of investment success
What are Vanguard's 4 investment Principles?
Goals
Balance
Cost
Discipline
What are the 6 account types we offer?
Stocks and Shares ISA
Managed ISA
Personal Pension
Managed SIPP
Junior ISA
General Account
What is the 4th stage of Kolb's learning Cycle?
Active Experimentation
Concrete Experience
Reflective Observation
?????????
Abstract Conceptualisation
How do you spell Ru's first name?
Ruaidhrí