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Vanguard LifeStrategy 60% Equity Acc

Ranked 29 out of 228 in - Aggressive GBP over 12 months
All calculations are in GBP


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.


Aggressive GBP over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
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

Asset Allocation



Top 10 Holdings

Stock Size
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 19.33
Vanguard Global Bond Index GBP Acc 18.91
Vanguard FTSE UK Equity Index GBP Acc 14.98
Vanguard US Equity Index GBP Acc 13.71
Vanguard UK Government Bond Index Inc 6.02
Vanguard Emerging Markets Stock Index Inc 4.71
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Acc 4.11
Vanguard UK Investment Grade Bond Index Inc GBP 3.74
Vanguard UK Inflation-Linked Gilt Index GBP Acc 2.94
Vanguard Japan Stock Index GBP Inc 2.13

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size593Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management0.2%
  • Initial investment0.100000001490116

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 GBP).