Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Vanguard LifeStrategy 40% Equity Acc

Ranked 253 out of 382 in - Balanced GBP over 12 months
All calculations are in GBP unless stated


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


Balanced GBP over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 0.4% 0.8%
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

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size2,068Mn
  • Base currencyGBP
  • ISIN GB00B3ZHN960

Purchase Info

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


  • Annual management0.22%
  • Initial investment0

Related News

Vanguard halves some tracker fees in price push

The ongoing charges of 25 Vanguard funds have been lowered as the group seeks to remain competitive.

Vanguard cuts fees on multi-asset trackers

Vanguard reduces charges on multi-asset funds and tweaks their investment policies.

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