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Vanguard LifeStrategy 20% Equity Acc
Ranked 9 out of 94 in -
Conservative GBP
over 12 months
All calculations are in GBP
Objective
The fund seeks to gain exposure to a diversified notional portfolio comprising approximately 20% by value of equity securities and 80% 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.
Performance
Conservative GBP
over :
31/12/2013 -
31/12/2014
-
Rank 9/94 Total Return
-
Rank 34/94 Standard Deviation
-
Rank 27/94 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 7 | Kames Inflation Linked B GBP Acc | 10.2% |
|
| 8 | Lloyds MultiStrat Conservative Strat | 10.2% |
|
| 9 | Vanguard LifeStrategy 20% Equity Acc | 10.1% |
|
| 10 | Architas MA Passive Prudent R Inc | 9.8% |
|
| 11 | Alpha CIF Income & Reserve Acc | 9.7% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 32 | TM Levitas B - A Net Acc | 0.8 |
|
| 32 | Standard Life Myfolio Managed Inc II Rtl Acc | 0.8 |
|
| 34 | Vanguard LifeStrategy 20% Equity Acc | 0.8 |
|
| 35 | VT TC Income Portfolio | 0.9 |
|
| 36 | Margetts Greystone Conservative GBP Acc | 0.9 |
|
| 36 | FP Matterley Regular High Income Acc | 0.9 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 25 | HSBC Wealth Strategic Solutions 1 Con Acc | -0.6% |
|
| 26 | Scottish Widows Defensive Solution A Acc | -0.6% |
|
| 27 | Standard Life Inv Myfolio Managed II Ret Acc | -0.6% |
|
| 27 | Vanguard LifeStrategy 20% Equity Acc | -0.6% |
|
| 27 | 7IM Personal Injury C Acc | -0.6% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 31/12/2014 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2014 | 10.1% | 2.1% | 2.2% | 2.1% | 3.4% |
| 2013 | 2.8% | 4.8% | -3.3% | 1.3% | 0.2% |
| 2012 | 6.7% | 1.3% | 1.7% | 1.9% | 1.7% |
| 2011 | 1.4% | 6.0% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Vanguard Global Bond Index GBP Acc | 19.13 |
| Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc | 13.82 |
| Vanguard UK Government Bond Index Inc | 12.81 |
| Vanguard Euro Government Bond GBP Acc | 8.69 |
| Vanguard UK Investment Grade Bond Index Inc GBP | 7.94 |
| Vanguard US Investment Grade Credit GBP Acc | 7.42 |
| Vanguard US Government Bond Index GBP Acc | 7.21 |
| Vanguard Japan Government Bond Index GBP Acc | 6.29 |
| Vanguard UK Inflation-Linked Gilt Index GBP Acc | 5.97 |
| Vanguard FTSE UK Equity Index GBP Acc | 5.05 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date23/06/2011
- Share Class size118Mn
- Base currencyGBP
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ISIN GB00B4NXY349
Purchase Info
- Min. initial investment100,000
- Min. additional investment0
Charges
- Annual management0.2%
- Initial investment0.100000001490116