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Vanguard LifeStrategy 40% Equity Acc
Ranked 56 out of 342 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 :
31/08/2015 -
31/08/2016
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Rank 56/342 Total Return
-
Rank 64/342 Standard Deviation
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Rank 12/342 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 54 | IFSL Sinfonia Balanced Managed Portfolio A Acc | GBP | 15.7% |
| 55 | Zurich Horizon Multi-Asset I Z Inc | GBP | 15.6% |
| 56 | Vanguard LifeStrategy 40% Equity Acc | GBP | 15.6% |
| 57 | IFSL Sinfonia Income Portfolio A Acc | GBP | 15.5% |
| 58 | Elite Hasley Focused A Inc | GBP | 15.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 62 | Fidelity Multi Asset Strategic Y Acc | GBP | 5.4 |
| 62 | Zurich Horizon Multi-Asset II Z Inc | GBP | 5.4 |
| 64 | Vanguard LifeStrategy 40% Equity Acc | GBP | 5.5 |
| 65 | Close Discretionary Managed Income A Acc | GBP | 5.6 |
| 66 | Royal Bank of Scotland Stakeholder Investment 5 | GBP | 5.6 |
| 66 | Fidelity Multi Asset Income & Growth N Inc | GBP | 5.6 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 10 | Mercer Diversified Retirement M-1 GBP | GBP | -0.8% |
| 11 | Zurich Horizon Multi-Asset I Z Inc | GBP | -0.8% |
| 12 | Vanguard LifeStrategy 40% Equity Acc | GBP | -0.9% |
| 13 | Royal London Cautious Managed A Acc | GBP | -0.9% |
| 14 | Dimensional Multi-Factor Conservative GBP Acc | GBP | -0.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | 3.2% | 5.6% | |||
| 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 size1,003Mn
- Base currencyGBP
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ISIN GB00B3ZHN960
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment0
Charges
- Annual management0.24%
- Initial investment0