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Vanguard LifeStrategy 60% Equity Acc

Ranked 105 out of 254 in - Aggressive 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 60% by value of equity securities and 40% 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

Performance

Aggressive GBP over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0%
2017 8.7% 3.4% 0.5% 1.2% 3.4%
2016 18.3% 2.8% 6.3% 5.8% 2.4%
2015 2.7% 5.3% -3.6% -2.8% 4.2%
2014 9.5% 1.2% 2.2% 2.1% 3.8%
2013 11.3% 8.6% -2.0% 1.9% 2.6%
2012 9.5% 4.8% -0.8% 3.2% 2.2%
2011 -6.7% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size3,341Mn
  • Base currencyGBP
  • ISIN GB00B3TYHH97

Purchase Info

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

Charges

  • Annual management0.22%
  • Initial investment0.22

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