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Vanguard LifeStrategy 40% Equity Acc
Ranked 105 out of 388 in -
Balanced 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 40% by value of equity securities and 60% by value of fixed income securities. It is intended that the Fund’s notional exposures (through its investment in Associated Schemes) to: equity securities will be to UK equities and non-UK equities, including emerging markets and to fixed income securities will be to Sterling-denominated securities (including gilts, index-linked gilts and UK investment-grade bonds) and to non-Sterling-denominated securities.
Performance
Balanced GBP
over :
31/03/2017 -
31/03/2018
-
Rank 105/388 Total Return
-
Rank 90/388 Standard Deviation
-
Rank 23/388 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
104 | EF Brompton Global Balanced B Acc | GBP | 1.6% |
105 | Vanguard LifeStrategy 40% Equity Acc | GBP | 1.6% |
106 | Standard Life Inv Myfolio Market III Ret Acc | GBP | 1.5% |
107 | S&W Gryphon East River | GBP | 1.5% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
89 | TB Doherty Cautious Managed A Acc | GBP | 3.8 |
90 | Close Discretionary Managed Conservative A Acc | GBP | 3.8 |
90 | Premier Multi-Asset Monthly Income C Inc | GBP | 3.8 |
90 | Vanguard LifeStrategy 40% Equity Acc | GBP | 3.8 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
21 | Ashburton Replica Sterling Asset Management D Acc | GBP | -2.2% |
22 | AXA/AB Investments-AB Global Strategy 40/60 GBP V2 | GBP | -2.2% |
23 | Vanguard LifeStrategy 40% Equity Acc | GBP | -2.2% |
24 | Dimensional World Allocation 40/60 GBP Acc | GBP | -2.2% |
25 | Ashburton Sterling Asset Management I Inc | GBP | -2.3% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | -2.2% | ||||
2017 | 6.4% | 2.5% | 0.4% | 0.8% | 2.6% |
2016 | 14.4% | 3.2% | 5.5% | 4.4% | 0.5% |
2015 | 2.0% | 4.2% | -3.3% | -1.3% | 2.6% |
2014 | 9.8% | 1.7% | 2.2% | 2.1% | 3.6% |
2013 | 6.8% | 6.5% | -2.7% | 1.6% | 1.4% |
2012 | 8.1% | 3.0% | 0.4% | 2.7% | 1.9% |
2011 | -2.6% | 6.4% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date23/06/2011
- Share Class size2,284Mn
- Base currencyGBP
-
ISIN GB00B3ZHN960
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management0.22%
- Initial investment0