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

Vanguard LifeStrategy 80% Equity Acc

Ranked 14 out of 216 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 80% by value of equity securities and 20% by value of fixed income securities. The fund will seek to achieve its investment objective predominantly through investment in passive, index-tracking collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.3% 7.2%
2015 3.2% 6.2% -4.0% -4.3% 5.8%
2014 9.2% 0.7% 2.3% 2.1% 3.9%
2013 16.1% 10.8% -1.2% 2.2% 3.8%
2012 10.8% 6.5% -2.0% 3.6% 2.5%
2011 -10.8% 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size663Mn
  • Base currencyGBP
  • ISIN GB00B4PQW151

Purchase Info

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

Charges

  • Annual management0.24%
  • 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).