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Vanguard LifeStrategy 20% Equity Gross Acc
Ranked 27 out of 129 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.
Performance
Conservative GBP
over :
31/03/2017 -
31/03/2018
-
Rank 27/129 Total Return
-
Rank 61/129 Standard Deviation
-
Rank 13/129 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
26 | Standard Life Inv Myfolio Managed II Ret Acc | GBP | 1.5% |
27 | Vanguard LifeStrategy 20% Equity Gross Acc | GBP | 1.5% |
28 | The SEI Core GBP Wealth A Dist | GBP | 1.4% |
29 | FP Verbatim Portfolio 3 B Acc | GBP | 1.4% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
59 | Coutts Multi Asset UK Defensive GBP A Dist | GBP | 3.1 |
60 | Sarasin IE GlobalSar - Income GBP A Acc | GBP | 3.1 |
61 | Vanguard LifeStrategy 20% Equity Gross Acc | GBP | 3.1 |
61 | Fidelity Multi Asset Allocator Defensive A Net Acc | GBP | 3.1 |
63 | LF Canlife Managed 0%-35% B Acc | GBP | 3.1 |
63 | IFSL Tilney Bestinvest Consv Ptfl Retail Acc | GBP | 3.1 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
11 | Royal London GMAP Conservative M Acc GBP | GBP | -1.4% |
12 | Scontinvest LU - Income Portfolio GBP | GBP | -1.4% |
13 | Vanguard LifeStrategy 20% Equity Gross Acc | GBP | -1.4% |
14 | Ashburton Global Defensive I Dis | GBP | -1.4% |
15 | Nedgroup Investment Inc MultiFund A GBP Acc | GBP | -1.5% |
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Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | -1.3% | ||||
2017 | 4.7% | 1.9% | 0.3% | 0.5% | 1.9% |
2016 | 10.7% | 3.6% | 5.0% | 3.2% | -1.4% |
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
- United Kingdom
Fund Info
- Launch date23/06/2011
- Share Class size706Mn
- Base currencyGBP
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ISIN GB00B4NXY349
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management0.22%
- Initial investment0