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Vanguard LifeStrategy 40% Equity Acc

Ranked 55 out of 353 in - Balanced GBP over 12 months
All calculations are in GBP


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.


Balanced GBP over : 31/08/2014 - 31/08/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.2% -3.4%
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



Top 10 Holdings

Stock Size
Vanguard Global Bond Index GBP Acc 19.44
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 18.93
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 9.78
Vanguard UK Government Bond Index Inc 9.26
Vanguard UK Investment Grade Bond Index Inc GBP 5.72
Vanguard Euro Government Bond GBP Acc 5.16
Vanguard US Investment Grade Credit GBP Acc 5.10
Vanguard US Government Bond Index GBP Acc 5.01
Vanguard US Equity Index GBP Acc 4.96
Vanguard UK Inflation-Linked Gilt Index GBP Acc 4.88

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size523Mn
  • Base currencyGBP
  • ISIN GB00B3ZHN960

Purchase Info

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


  • Annual management0.24%
  • 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).