Vanguard US Equity Index Acc

Performance History31/12/2018
Growth of 1,000 (GBP) Advanced Graph
Vanguard US Equity Index Acc
Fund19.05.933.910.20.2
+/-Cat1.31.93.30.51.7
+/-B’mrk-1.3-0.80.2-0.9-0.9
 
Key Stats
NAV
18/01/2019
 GBP 443.52
Day Change 1.31%
Morningstar Category™ US Large-Cap Blend Equity
IA (formerly IMA) Sector North America
ISIN GB00B5B71Q71
Fund Size (Mil)
18/01/2019
 GBP 5473.08
Share Class Size (Mil)
18/01/2019
 GBP 3655.95
Max Initial Charge -
Ongoing Charge
14/12/2018
  0.10%
Morningstar Research
Analyst Report

This is a very cheap one-stop solution for access to the whole US equity market. We have maintained a Morningstar Analyst Rating of Gold for this fund. It is difficult for active managers to outperform US large-cap benchmarks, so taking a passive...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PricePositive
Investment Objective: Vanguard US Equity Index Acc
The Vanguard U.S. Equity Index Fund (the “Fund”) seeks to track the performance of the S&P Total Market Index (the “Index”). The Index is a market-capitalisation weighted index representing the U.S. stock market, offering broad exposure to large, mid, small, and micro-cap companies regularly traded on the New York Stock Exchange and the Nasdaq over-the-counter market.
Returns
Trailing Returns (GBP)18/01/2019
YTD5.72
3 Years Annualised18.28
5 Years Annualised14.41
10 Years Annualised-
12 Month Yield 1.54
Management
Manager Name
Start Date
Not Disclosed
23/06/2009
Inception Date
23/06/2009
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P US TMI TR USDRussell 1000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Vanguard US Equity Index Acc31/12/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United States99.03
United Kingdom0.45
Europe - ex Euro0.27
Asia - Emerging0.08
Asia - Developed0.04
Top 5 Sectors%
Technology21.49
Financial Services15.67
Healthcare14.72
Consumer Cyclical12.18
Industrials10.49
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology3.10
Apple IncTechnologyTechnology2.81
Amazon.com IncConsumer CyclicalConsumer Cyclical2.43
Berkshire Hathaway Inc BFinancial ServicesFinancial Services1.57
Johnson & JohnsonHealthcareHealthcare1.37
Vanguard US Equity Index Acc