Vanguard US Equity Index Acc

Performance History28/02/2019
Growth of 1,000 (GBP) Advanced Graph
Vanguard US Equity Index Acc
Fund5.933.910.20.27.6
+/-Cat1.93.30.51.70.6
+/-B’mrk-0.80.2-0.9-0.90.3
 
Key Stats
NAV
22/03/2019
 GBP 454.43
Day Change -3.18%
Morningstar Category™ US Large-Cap Blend Equity
IA (formerly IMA) Sector North America
ISIN GB00B5B71Q71
Fund Size (Mil)
22/03/2019
 GBP 5747.98
Share Class Size (Mil)
22/03/2019
 GBP 3860.87
Max Initial Charge -
Ongoing Charge
14/12/2018
  0.10%
Morningstar Research
Analyst Report

This is a very cheap one-stop solution to gain access to the whole US equity market. It is difficult for active managers to outperform US large-cap standard benchmarks over the long term, hence a passive investment strategy is a sensible...

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)22/03/2019
YTD8.32
3 Years Annualised15.54
5 Years Annualised14.58
10 Years Annualised-
12 Month Yield 1.43
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
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Vanguard US Equity Index Acc28/02/2019
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 States98.96
United Kingdom0.51
Europe - ex Euro0.29
Asia - Emerging0.08
Asia - Developed0.05
Top 5 Sectors%
Technology22.03
Financial Services15.70
Healthcare14.07
Consumer Cyclical12.22
Industrials11.02
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology3.04
Apple IncTechnologyTechnology2.74
Amazon.com IncConsumer CyclicalConsumer Cyclical2.36
Berkshire Hathaway Inc BFinancial ServicesFinancial Services1.37
Facebook Inc ATechnologyTechnology1.36
Vanguard US Equity Index Acc

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