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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.

Showing fund performance in United Kingdom View performance globally
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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%
View full league table

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

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size706Mn
  • Base currencyGBP
  • ISIN GB00B4NXY349

Purchase Info

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

Charges

  • Annual management0.22%
  • Initial investment0

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