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Vanguard LifeStrategy 100% Equity Acc

Ranked 81 out of 308 in - Global Equities over 12 months
All calculations are in GBP


The Fund’s investment objective is to achieve income and/or capital returns through exposure to a diversified notional portfolio comprised of approximately 100% by value of equity securities. The fund will seek to achieve its investment objective predominantly through investment in passive, index-tracking collective investment schemes.


Global Equities over : 31/08/2013 - 31/08/2014
  • Rank 81/308 Total Return
  • Rank 118/308 Standard Deviation
  • Rank 102/308 Max Drawdown
Fund Name Return
79 JPM Global Equity A Acc


80 Vanguard SRI Global Stock Acc GBP


81 THS International Growth and Value Y

Currency exposure is hedged

Currency exposure is hedged


81 Vanguard LifeStrategy 100% Equity Acc


83 MGI Global Equity I-1 GBP


Fund Name Risk
117 Sarasin EquiSar Global Thematic GBP Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged


118 Margetts Greystone Global Growth GBP Acc


118 SEI SGMF Global Developed Markets Eq GBP Inst


118 Carmignac Pfl Investissement F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged


118 Vanguard SRI Global Stock Acc GBP


118 Vanguard LifeStrategy 100% Equity Acc


Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 6.1% 0.3% 2.4% 3.4%
2013 21.0% 13.0% -0.5% 2.5% 5.0%
2012 12.0% 8.2% -3.3% 4.1% 2.8%
2011 -8.5% -15.0% 7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Vanguard US Equity Index GBP Acc 19.32
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 19.31
Vanguard FTSE UK Equity Index GBP Acc 15.03
Vanguard S&P 500 UCITS ETF USD Inc 10.64
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Acc 10.45
Vanguard FTSE UK All Share Index Unit Trust 10.03
Vanguard Emerging Markets Stock Index Inc 7.37
Vanguard Japan Stock Index GBP Inc 4.80
Vanguard Pacific Ex-Japan Stock Index GBP Inc 3.04

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size104Mn
  • Base currencyGBP
  • ISIN GB00B41XG308

Purchase Info

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


  • Annual management0.2%
  • Initial investment0.100000001490116

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