Vanguard Global Enhanced Equity Inst USD

Ranked 594 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to provide a total return (income plus capital appreciation) greater than that of the Morgan Stanley Capital International ("MSCI") World Free Index, while maintaining a risk profile similar to that of the MSCI World Free Index. In pursuit of its investment objective, the Fund will generally invest at least 90% of its assets in the common stocks of the MSCI World Free Index constituents. The Fund’s policy is to remain substantially invested in common stocks that are listed or traded on recognized exchanges or markets primarily contained in the Index.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.0%
2018 -7.2% -4.1% 6.7% 4.7% -13.4%
2017 14.4% 6.3% 0.3% 2.7% 4.5%
2016 26.5% 0.8% 5.5% 9.2% 9.0%
2015 6.1% 7.5% -4.7% -4.9% 9.0%
2014 11.3% 1.2% 1.8% 2.9% 5.0%
2013 29.8% 16.7% 2.9% 1.0% 7.1%
2012 13.2% 9.1% -2.3% 4.2% 2.0%
2011 -2.4% 4.3% 1.5% -15.8% 9.6%
2010 13.0% 9.2% -12.4% 8.5% 8.9%
2009 19.7% -10.2% 5.6% 20.8% 4.5%
2008 -18.6% -8.2% -1.3% -8.1% -2.2%
2007 0.5% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 2.72%
Apple Inc ORD 2.64%
JPMorgan Chase & Co ORD 1.37%
Amazon.com Inc ORD 1.33%
Pfizer Inc ORD 1.17%
Bank of America Corp ORD 1.16%
Boeing Co ORD 1.02%
Citigroup Inc ORD 0.92%
Intel Corp ORD 0.90%
PayPal Holdings Inc ORD 0.87%
31/03/2019

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Ireland
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date18/04/2007
  • Share Class size254Mn
  • Base currencyUSD
  • ISIN IE00B1P1JL82

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).