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Vanguard LifeStrategy 20% Equity Gross Acc
Ranked 69 out of 121 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 :
31/05/2016 -
31/05/2017
-
Rank 69/121 Total Return
-
Rank 100/121 Standard Deviation
-
Rank 103/121 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 67 | Standard Life Inv Myfolio Managed II Ret Acc | GBP | 9.4% |
| 68 | Standard Life Myfolio MultiMngr Inc II Rtl Acc | GBP | 9.4% |
| 69 | Vanguard LifeStrategy 20% Equity Gross Acc | GBP | 9.3% |
| 70 | VT Morningstar Informed Smartfund Caut Strat Z Inc | GBP | 9.2% |
| 71 | Sarasin IE GlobalSar - Income GBP A Acc | GBP | 9.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 98 | Architas MA Blended Reserve R Inc | GBP | 5.5 |
| 99 | SVS Brown Shipley Cautious A Acc | GBP | 5.5 |
| 100 | Vanguard LifeStrategy 20% Equity Gross Acc | GBP | 5.6 |
| 101 | Architas MA Passive Prudent R Inc | GBP | 5.6 |
| 102 | Alpha CIF Income & Reserve Acc | GBP | 5.6 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 101 | GAM Star Defensive Inst GBP Acc | GBP | -2.9% |
| 102 | Barclays Income Plus Portfolio GBP Dis A | GBP | -2.9% |
| 103 | Vanguard LifeStrategy 20% Equity Gross Acc | GBP | -2.9% |
| 104 | Architas MA Passive Reserve R Acc | GBP | -3.0% |
| 105 | BlackRock Consensus 35 A Acc | GBP | -3.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 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 size580Mn
- Base currencyGBP
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ISIN GB00B4NXY349
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management0.22%
- Initial investment0