Vanguard LifeStrategy 80% Equity Fund A AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.7 | 14.4 | -8.8 | 11.8 | 10.5 | |
+/-Cat | 2.4 | 3.3 | 1.3 | 3.5 | 2.9 | |
+/-B’mrk | 3.2 | 2.2 | -1.5 | 1.2 | 1.5 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 05/11/2024 | GBP 302.69 | |
Day Change | 0.53% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00B4PQW151 | |
Fund Size (Mil) 06/11/2024 | GBP 12759.02 | |
Share Class Size (Mil) 06/11/2024 | GBP 11993.30 | |
Max Initial Charge | - | |
Ongoing Charge 31/03/2024 | 0.22% |
Morningstar Research |
Analyst Report | 07/02/2024 Ben Sater, Analyst Morningstar, Inc |
Vanguard LifeStrategy 80% 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 | |
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People | 24 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Vanguard LifeStrategy 80% 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: 80% by value of shares; and 20% 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 Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vanguard LifeStrategy 80% Equity Fund A Acc | 30/09/2024 |
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