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Vanguard LifeStrategy 40% Equity Acc
Ranked 41 out of 360 in -
Balanced GBP
over 12 months
All calculations are in GBP
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 :
31/01/2014 -
31/01/2015
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Rank 41/360 Total Return
-
Rank 103/360 Standard Deviation
-
Rank 69/360 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 39 | M&G Episode Allocation A Inc | 13.0% |
|
| 40 | Artemis Monthly Distribution R Inc | 12.9% |
|
| 41 | Vanguard LifeStrategy 40% Equity Acc | 12.9% |
|
| 42 | 7IM Sustainable Balance A Acc | 12.8% |
|
| 43 | HSBC World Selection Dynamic Portfolio Acc | 12.8% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 103 | Vanguard LifeStrategy 40% Equity Acc | 1.2 |
|
| 103 | Aviva Investors Global Balanced Income A Acc | 1.2 |
|
| 103 | Sanlam Accel Income A Net Income | 1.2 |
|
| 103 | Santander Atlas Portfolio 4 Ret Acc | 1.2 |
|
| 103 | Aviva Investors Multi-asset Fund III SC1 | 1.2 |
|
| 103 | Dartmoor | 1.2 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 69 | Vanguard LifeStrategy 40% Equity Acc | -0.8% |
|
| 69 | CGWM Select Income B Inc | -0.8% |
|
| 69 | SA Informed Balanced Strategy AC | -0.8% |
|
| 69 | Total Clarity Portfolio 3 A Acc GBP | -0.8% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc | 19.42 |
| Vanguard Global Bond Index GBP Acc | 18.94 |
| Vanguard FTSE UK Equity Index GBP Acc | 10.01 |
| Vanguard UK Government Bond Index Inc | 9.36 |
| Vanguard UK Investment Grade Bond Index Inc GBP | 5.82 |
| Vanguard Euro Government Bond GBP Acc | 5.28 |
| Vanguard US Equity Index GBP Acc | 5.01 |
| Vanguard US Investment Grade Credit GBP Acc | 4.51 |
| Vanguard UK Inflation-Linked Gilt Index GBP Acc | 4.44 |
| Vanguard US Government Bond Index GBP Acc | 4.39 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date23/06/2011
- Share Class size353Mn
- Base currencyGBP
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ISIN GB00B3ZHN960
Purchase Info
- Min. initial investment100,000
- Min. additional investment0
Charges
- Annual management0.2%
- Initial investment0.100000001490116