Vanguard LifeStrategy 80% Equity Acc

Ranked 26 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: 80% by value of equity securities; and 20% 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 8.3%
2018 -4.0% -4.0% 5.8% 3.2% -8.5%
2017 10.9% 4.3% 0.6% 1.5% 4.1%
2016 22.2% 2.3% 7.0% 7.0% 4.2%
2015 3.2% 6.2% -4.0% -4.3% 5.8%
2014 9.2% 0.7% 2.3% 2.1% 3.9%
2013 16.1% 10.8% -1.2% 2.2% 3.8%
2012 10.8% 6.5% -2.0% 3.6% 2.5%
2011 -10.8% 7.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Vanguard US Equity Index GBP Acc 19.35%
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 19.29%
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 18.32%
Vanguard Global Bond Index GBP Hdg Acc 13.98%
Vanguard Emerging Markets Stock Index Acc 6.56%
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Acc 5.98%
Vanguard S&P 500 UCITS ETF USD 3.87%
Vanguard Japan Stock Index Acc GBP 3.38%
Vanguard UK Government Bond Index Acc 2.53%
Vanguard UK Inflation-Linked Gilt Idx GBP GrossAcc 1.91%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size2,479Mn
  • Base currencyGBP
  • ISIN GB00B4PQW151

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).