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Vanguard LifeStrategy 40% Equity Acc
Ranked 306 out of 379 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 :
31/07/2016 -
31/07/2017
-
Rank 306/379 Total Return
-
Rank 127/379 Standard Deviation
-
Rank 183/379 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 304 | Fidelity Multi Asset Allocator Growth A Acc | GBP | 5.9% |
| 305 | Omnis Multi-Manager Cautious B Acc | GBP | 5.8% |
| 306 | Vanguard LifeStrategy 40% Equity Acc | GBP | 5.8% |
| 307 | Tilney AE2535 A Acc | GBP | 5.8% |
| 308 | Legal & General Distribution R Acc | GBP | 5.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 126 | CF Canlife Portfolio III B Acc | GBP | 4.0 |
| 127 | Vanguard LifeStrategy 40% Equity Acc | GBP | 4.1 |
| 127 | Sentinel Income Portfolio B Acc | GBP | 4.1 |
| 127 | WAY MA Cautious Portfolio B Inc | GBP | 4.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 183 | Vanguard LifeStrategy 40% Equity Acc | GBP | -1.8% |
| 183 | SVS Brown Shipley Balanced A Acc | GBP | -1.8% |
| 183 | 7IM AAP Balanced A Acc | GBP | -1.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 2.5% | 0.4% | |||
| 2016 | 14.5% | 3.2% | 5.6% | 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 size1,775Mn
- Base currencyGBP
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ISIN GB00B3ZHN960
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management0.22%
- Initial investment0