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Vanguard LifeStrategy 80% Equity Acc

Ranked 117 out of 249 in - Aggressive over 12 months
All calculations are in GBP

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.

Performance

Aggressive over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 2.9% 0.7% 2.3% -0.1%
2013 16.1% 10.8% -1.2% 2.2% 3.8%
2012 10.8% 6.5% -2.0% 3.6% 2.5%
2011 -4.3% -10.8% 7.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2011

Top 10 Holdings

Stock Size
Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc 19.24
Vanguard US Equity Index GBP Acc 19.18
Vanguard FTSE UK Equity Index GBP Acc 15.10
Vanguard Global Bond Index GBP Acc 13.99
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Acc 7.66
Vanguard Emerging Markets Stock Index Inc 5.73
Vanguard FTSE UK All Share Index Unit Trust 5.04
Vanguard Japan Stock Index GBP Inc 3.36
Vanguard UK Government Bond Index Inc 2.56
Vanguard S&P 500 UCITS ETF USD Inc 2.41
30/04/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2011
  • Share Class size228Mn
  • Base currencyGBP
  • ISIN GB00B4PQW151

Purchase Info

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

Charges

  • Annual management0.3%
  • 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).