Vanguard Global Equity Fund A GBP AccRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -7.7 | 27.0 | 20.2 | 14.0 | -7.2 |
| +/-Cat | -1.0 | 8.0 | 9.6 | -4.1 | 0.1 |
| +/-B’mrk | -3.9 | 5.3 | 7.5 | -5.6 | -2.3 |
| Category: Global Large-Cap Blend Equity | ||||||
| Category Benchmark: MSCI ACWI NR USD | ||||||
| Key Stats | ||
| NAV 12/08/2022 | GBP 229.91 | |
| Day Change | 2.04% | |
| Morningstar Category™ | Global Large-Cap Blend Equity | |
| IA (formerly IMA) Sector | Global | |
| ISIN | GB00BZ82ZT69 | |
| Fund Size (Mil) 12/08/2022 | GBP 353.14 | |
| Share Class Size (Mil) 12/08/2022 | GBP 329.98 | |
| Max Initial Charge | - | |
| Ongoing Charge 15/02/2022 | 0.48% | |
| Morningstar Research |
| Analyst Report |
Vanguard Global Equity’s dependable ability in selecting active managers, coupled with our conviction in both subadvisors, earns all share classes a Morningstar Analyst Rating of Silver. Vanguard, which has oversight of this subadvised strategy,... |
| 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 Global Equity Fund A GBP Acc |
| The Fund seeks to provide an increase in the value of investments over the long-term (more than 5 years). The Fund is an active fund, and its multi-manager structure uses two independent sub-investment advisers, managing approximately equal portions of the Fund’s investments. Each investment adviser uses their expertise to pick investments to achieve the Fund’s objectives. The Fund seeks to achieve its investment objective by investing primarily in shares of companies which may be located anywhere in the world. Under normal circumstances, at least 80% of the Fund’s assets will be invested in shares. The Fund typically invests in a diverse range of companies representing different economic sectors and industry groups across the spectrum of large, mid and small companies, that are considered to have been undervalued by the market, chosen mainly on the basis of an investment approach that focuses on analysing individual shares rather than stock markets. |
| Returns | |||||||||||||
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| Management | ||
Manager Name Start Date | ||
Not Disclosed 25/05/2016 | ||
Inception Date 25/05/2016 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE All World TR GBP | MSCI ACWI NR USD |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Vanguard Global Equity Fund A GBP Acc | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Sp500 Mic Emin Futsep22 Xcme 202...
|  | 2.93 |
| Reliance Industries Ltd ADR |  Energy | 1.99 |
| Elevance Health Inc |  Healthcare | 1.82 |
| Prosus NV Ordinary Shares - Class N |  Communication Services | 1.48 |
| Microsoft Corp |  Technology | 1.37 |
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Increase  Decrease  New since last portfolio | ||
| Vanguard Global Equity Fund A GBP Acc | ||
