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Vanguard LifeStrategy 20% Equity Acc

Ranked 3 out of 104 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 3.6%
2015 1.4% 3.2% -2.8% 0.2% 0.9%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size284Mn
  • Base currencyGBP
  • ISIN GB00B4NXY349

Purchase Info

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

Charges

  • Annual management0.24%
  • Initial investment0

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