Vanguard SustainableLife 60-70% Equity Fund A GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.0 | 13.8 | -1.4 | 7.8 | 4.7 | |
+/-Cat | -1.2 | 2.7 | 8.7 | -0.5 | 0.4 | |
+/-B’mrk | -0.5 | 1.5 | 5.8 | -2.8 | -0.4 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 19/04/2024 | GBP 188.01 | |
Day Change | 0.28% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BZ830054 | |
Fund Size (Mil) 19/04/2024 | GBP 875.38 | |
Share Class Size (Mil) 19/04/2024 | GBP 824.22 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.48% |
Investment Objective: Vanguard SustainableLife 60-70% 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) together with some money paid out from those investments as income. The Fund is an active fund whereby the investment adviser uses their expertise to pick investments to achieve the Fund’s objectives. The Fund uses an independent sub-investment adviser (the “Manager”) which follows a distinct approach in managing the Fund’s investments to maintain a balance between its investments in shares and bonds. The Fund seeks to achieve its investment objective by investing in a combination of shares of companies (between 60-70% of the portfolio, with an expected allocation of 65%) and bonds (between 30-40% of the portfolio, with an expected allocation of 35%) selected in accordance with the Sustainability Policy. |
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 |
65% FTSE Developed NR GBP , 28% Bloomberg Gbl Agg Credit TR GBP , 3.5% Bloomberg Gbl Agg Securzd TR USD , 3.5% Bloomberg Gbl Agg Treasuries TR USD | Morningstar UK Mod Adv Tgt Alloc NR GBP |
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Portfolio Profile for Vanguard SustainableLife 60-70% Equity Fund A GBP Acc | 31/12/2023 |
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