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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.

Showing fund performance in United Kingdom View performance globally
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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

  1. 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

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