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Vanguard LifeStrategy 60% Equity Acc

Ranked 37 out of 252 in - Aggressive over 12 months
All calculations are in GBP

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.

Performance

Aggressive over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 5.6% 1.2% 2.2% 2.1%
2013 11.3% 8.6% -2.0% 1.9% 2.6%
2012 9.5% 4.8% -0.8% 3.2% 2.2%
2011 -0.3% -6.7% 6.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2011

Top 10 Holdings

Stock Size
Vanguard Global Bond Index GBP Acc 19.35
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 19.17
Vanguard FTSE UK Equity Index GBP Acc 14.95
Vanguard US Equity Index GBP Acc 13.11
Vanguard UK Government Bond Index Inc 5.94
Vanguard Emerging Markets Stock Index Inc 4.61
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Acc 4.32
Vanguard UK Investment Grade Bond Index Inc GBP 3.92
Vanguard UK Inflation-Linked Gilt Index GBP Acc 2.87
Vanguard Japan Stock Index GBP Inc 2.19
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size412Mn
  • Base currencyGBP
  • ISIN GB00B3TYHH97

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).