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Vanguard LifeStrategy 40% Equity Acc

Ranked 11 out of 362 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 : 31/12/2013 - 31/12/2014
  • Rank 11/362 Total Return
  • Rank 77/362 Standard Deviation
  • Rank 34/362 Max Drawdown
Fund Name Return
9 Architas MA Passive Moderate R Acc

9.8%
9 Aviva Investors Multi-asset Fund IV SC1

9.8%
11 Vanguard LifeStrategy 40% Equity Acc

9.8%
12 BlackRock Volatility Strategy III C Acc

9.6%
13 AXA Global Distribution R Acc

9.4%
View full league table
Fund Name Risk
76 Standard Life Inv Myfolio Managed III Ret Acc

1.1
77 Architas MA Blended Moderate R Acc

1.1
77 Santander Atlas Portfolio 4 Ret Acc

1.1
77 Dartmoor

1.1
77 Standard Life Wealth Dvsfd Assets Ret Inc

1.1
77 Artemis Monthly Distribution R Inc

1.1
77 SVS Cornelian Cautious B Acc

1.1
77 Schroder MM Diversity Balanced A Acc

1.1
77 Vanguard LifeStrategy 40% Equity Acc

1.1
View full league table
Fund Name Loss
34 Total Clarity Portfolio 3 A Acc GBP

-0.8%
34 CGWM Select Income B Inc

-0.8%
34 SA Informed Balanced Strategy AC

-0.8%
34 Vanguard LifeStrategy 40% Equity Acc

-0.8%
View full league table

Total Return

Quarterly Performance

to 31/12/2014 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

31/12/2011

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
31/10/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size326Mn
  • Base currencyGBP
  • ISIN GB00B3ZHN960

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.2%
  • Initial investment0.100000001490116

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).