Vanguard LifeStrategy 40% Equity Acc

Ranked 25 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to achieve income and/or capital returns through a portfolio comprising approximately 40% stocks and 60% bonds. The Fund gains exposure to stocks and bonds by investing predominantly in Vanguard passive index funds. Direct investment in stocks and bonds may also be made. The Fund will have exposure to UK and non-UK stocks (including emerging markets), and to Sterling-denominated and non-Sterlingdenominated bonds (including government bonds, index-linked bonds and UK investment-grade bonds). The UK will generally form one of the largest single country exposures for stocks and bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -2.3% -2.2% 2.7% 1.2% -3.8%
2017 6.4% 2.5% 0.4% 0.8% 2.6%
2016 14.4% 3.2% 5.5% 4.4% 0.5%
2015 2.0% 4.2% -3.3% -1.3% 2.6%
2014 9.8% 1.7% 2.2% 2.1% 3.6%
2013 6.8% 6.5% -2.7% 1.6% 1.4%
2012 8.1% 3.0% 0.4% 2.7% 1.9%
2011 -2.6% 6.4%

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 19.50%
Vanguard Global Bond Index GBP Hdg Acc 19.27%
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 10.04%
Vanguard UK Government Bond Index Acc 8.85%
Vanguard UK Inflation-Linked Gilt Idx GBP GrossAcc 5.75%
Vanguard UK Investment Grade Bond Index Acc GBP 5.42%
Vanguard US Investment Grade Credit GBP Hdg 5.29%
Vanguard US Equity Index GBP Acc 5.13%
Vanguard US Government Bond Index GBP Hdg 5.06%
Vanguard Euro Government Bond GBP Hdg 4.94%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size3,482Mn
  • Base currencyGBP
  • ISIN GB00B3ZHN960

Purchase Info

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

Charges

  • Annual management0.22%
  • 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).