Vanguard Global Equity Fund A GBP IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.2 | 14.0 | -7.6 | 10.4 | 4.5 | |
+/-Cat | 9.6 | -4.1 | 1.7 | -2.4 | -1.4 | |
+/-B’mrk | 7.9 | -5.7 | 0.1 | -4.9 | -2.0 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 03/05/2024 | GBP 239.62 | |
Day Change | 0.59% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BZ82ZS52 | |
Fund Size (Mil) 03/05/2024 | GBP 449.71 | |
Share Class Size (Mil) 03/05/2024 | GBP 28.92 | |
Max Initial Charge | - | |
Ongoing Charge 05/03/2024 | 0.48% |
Morningstar Research |
Analyst Report | 23/01/2024 Kongkon Gogoi, Senior Analyst Morningstar, Inc |
Vanguard Global Equity is run by two subadvisors, whose different approaches marry well together to a diversified portfolio of active stock picks. All share classes retain a Morningstar Analyst Rating of Silver. Vanguard, which has oversight of... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Vanguard Global Equity Fund A GBP Inc |
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 (known as ‘value stocks’), 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 | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vanguard Global Equity Fund A GBP Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Amazon.com Inc | Consumer Cyclical | 2.15 |
Meta Platforms Inc Class A | Communication Services | 1.96 |
Microsoft Corp | Technology | 1.87 |
Martin Marietta Materials Inc | Basic Materials | 1.84 |
CRH PLC | Basic Materials | 1.84 |
Increase Decrease New since last portfolio | ||
Vanguard Global Equity Fund A GBP Inc |