Vanguard Global Balanced Fund A GBP Acc

Name
Vanguard Global Balanced Fund A GBP Acc
Manager
Vanguard Investments UK, Limited
Type
Open Ended Investment Company
ISIN
GB00BZ830054
Sector
Mixed Investment 40-85% Shares
Launched
25/05/2016
OCF
0.48 %
Risk Rating
2
3 Year Sharpe
1.12
Yield
1.8 %
Benchmark
Vanguard Global Balanced Composite
The Vanguard Global Balanced Fund (the “Fund”) seeks to provide long-term capital growth together with some current income. The Fund employs an “active management” strategy, and it uses an independent sub-investment adviser which follows a distinct approach in managing the Fund’s assets to maintain a balance between its equity and fixed income components.
Holding %
Chubb Ltd 1.78 %
Novartis AG 1.66 %
Medtronic PLC 1.53 %
Nestle SA 1.50 %
Suncor Energy Inc 1.45 %
Deere & Co 1.38 %
Verizon Communications Inc 1.35 %
Microsoft Corp 1.31 %
Vinci SA 1.27 %
Sempra Energy 1.26 %
Region %
United States 46.85 %
Eurozone 13.89 %
Europe - ex Euro 13.32 %
Japan 9.70 %
United Kingdom 7.77 %
Sector %
Financial Services 17.57 %
Industrials 16.55 %
Healthcare 14.35 %
Technology 12.68 %
Consumer Cyclical 10.02 %
Consumer Defensive 9.24 %
Energy 5.40 %
Name
Vanguard Investments UK, Limited
Address
EC4N 8AF, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Not Disclosed
Joined 05/25/2016

Data provided by Morningstar.

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