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Vanguard LifeStrategy 20% Equity Acc
Ranked 12 out of 106 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 :
31/08/2015 -
31/08/2016
-
Rank 12/106 Total Return
-
Rank 37/106 Standard Deviation
-
Rank 8/106 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 10 | HSBC World Index Cautious Portfolio X Acc | GBP | 13.5% |
| 11 | Aberdeen Multi Asset Growth 1 Portfolio R Acc | GBP | 13.5% |
| 12 | Vanguard LifeStrategy 20% Equity Acc | GBP | 13.3% |
| 13 | HSBC World Selection Conservative Acc C | GBP | 13.3% |
| 14 | Alpha CIF Income & Reserve Acc | GBP | 13.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 35 | WM Multi-Asset Conservative B (GBP) | GBP | 4.2 |
| 36 | HC Stirling House Defensive Ret Acc | GBP | 4.3 |
| 37 | Vanguard LifeStrategy 20% Equity Acc | GBP | 4.3 |
| 38 | Investec Diversified Income A Acc Net GBP | GBP | 4.3 |
| 39 | CF Prudential Dynamic Focused 0-30 Portfolio A Acc | GBP | 4.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 6 | Legal & General Multi-Index 3 F Acc | GBP | -0.7% |
| 7 | HSBC Wealth Strategic Solutions 1 Con Acc | GBP | -0.7% |
| 8 | Vanguard LifeStrategy 20% Equity Acc | GBP | -0.8% |
| 8 | SEI SGAF Moderate GBP Wealth Inc A | GBP | -0.8% |
| 10 | MI Pan Defensive B | GBP | -0.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | 3.6% | 5.0% | |||
| 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 size383Mn
- Base currencyGBP
-
ISIN GB00B4NXY349
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management0.24%
- Initial investment0