Vanguard LifeStrategy 60% Equity Acc

Ranked 43 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The Funds investment objective is to achieve income and/or capital returns through exposure to a diversified notional portfolio comprised of approximately 60% by value of equity securities and 40% by value of fixed income securities. The Fund will seek to achieve its investment objective predominantly through investment in passive, index-tracking collective investment schemes which are managed or operated by the ACD or its associates.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -3.1% -3.0% 4.3% 2.2% -6.2%
2017 8.7% 3.4% 0.5% 1.2% 3.4%
2016 18.3% 2.8% 6.3% 5.8% 2.4%
2015 2.7% 5.3% -3.6% -2.8% 4.2%
2014 9.5% 1.2% 2.2% 2.1% 3.8%
2013 11.3% 8.6% -2.0% 1.9% 2.6%
2012 9.5% 4.8% -0.8% 3.2% 2.2%
2011 -6.7% 6.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 19.40%
Vanguard Global Bond Index GBP Hdg Acc 19.15%
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 14.99%
Vanguard US Equity Index GBP Acc 14.22%
Vanguard UK Government Bond Index Acc 5.71%
Vanguard Emerging Markets Stock Index Acc 4.92%
Vanguard UK Inflation-Linked Gilt Idx GBP GrossAcc 3.84%
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Acc 3.64%
Vanguard UK Investment Grade Bond Index Acc GBP 3.48%
Vanguard Japan Stock Index Acc GBP 2.07%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size5,110Mn
  • Base currencyGBP
  • ISIN GB00B3TYHH97

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.22%
  • Initial investment0.00%

Related News

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