Vanguard LifeStrategy 60% Equity Fund A AccRegister to Unlock Ratings |
| Performance History | 30/06/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -3.1 | 15.2 | 7.8 | 9.9 | -10.9 |
| +/-Cat | 2.4 | 2.8 | 3.8 | 1.9 | -0.7 |
| +/-B’mrk | -0.4 | 2.4 | 2.5 | 1.9 | -1.7 |
| Category: GBP Allocation 40-60% Equity | ||||||
| Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
| Key Stats | ||
| NAV 01/07/2022 | GBP 211.89 | |
| Day Change | 1.19% | |
| Morningstar Category™ | GBP Allocation 40-60% Equity | |
| IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
| ISIN | GB00B3TYHH97 | |
| Fund Size (Mil) 01/07/2022 | GBP 13435.74 | |
| Share Class Size (Mil) 01/07/2022 | GBP 12374.14 | |
| Max Initial Charge | - | |
| Ongoing Charge 31/03/2021 | 0.22% | |
| Morningstar Research |
| Analyst Report |
Vanguard LifeStrategy 60% Equity takes a straightforward and low-cost approach of investing in a diversified pool of bonds and equities, making it a sound long-term option for many investors. A structured asset-allocation framework implemented by... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | High |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Vanguard LifeStrategy 60% Equity Fund A Acc |
| The Fund’s investment objective is to hold investments that will pay out money and increase in value through exposure to a diversified portfolio comprised of approximately: 60% by value of shares; and 40% by value of bonds and other similar fixed income investments. The Fund will seek to achieve its investment objective by investing more than 90% of its assets in passive funds that track an index, which are managed or operated by the ACD or its associates. |
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| Management | ||
Manager Name Start Date | ||
Not Disclosed 23/06/2011 | ||
Inception Date 23/06/2011 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
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| Portfolio Profile for Vanguard LifeStrategy 60% Equity Fund A Acc | 31/05/2022 |
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