Vanguard LifeStrategy 40% Equity Fund A Acc

Vanguard LifeStrategy 40% Equity Fund A Acc
Vanguard Investments UK, Limited
Open Ended Investment Company
Mixed Investment 20-60% Shares
0.22 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
Not Benchmarked
The Fund’s investment objective is to achieve income and/or capital returns through exposure to a diversified notional portfolio comprised of approximately: i. 40% by value of equity securities; and ii. 60% by value of fixed income securities.The Fund will seek to achieve its investment objective predominantly through investment in passive, index-tracking collective investment schemes which are managed or operated by the ACD or its associates (“Associated Schemes”).
Holding %
Vanguard FTSE Dev Wld ex UK Eq Idx Acc 19.33 %
Vanguard Global Bond Index GBPH Acc 19.12 %
Vanguard FTSE U.K. All Shr Idx UT Acc 10.09 %
Vanguard UK Govt Bd Idx GBP Acc 9.13 %
Vanguard UK Infl-LnkdGltIdx A Grs Acc 5.58 %
Vanguard UK Inv Grd Bd Idx GBP Acc 5.48 %
Vanguard US Equity Index Acc 5.36 %
Vanguard US IG Crdt Idx GBPH Acc 5.16 %
Vanguard US Govt Bd Idx GBPH Acc 5.06 %
Vanguard Euro Govt Bd Idx GBPH Acc 4.52 %
Region %
United States 45.54 %
United Kingdom 22.70 %
Eurozone 7.37 %
Japan 6.38 %
Sector %
Financial Services 16.36 %
Technology 14.28 %
Healthcare 13.27 %
Consumer Defensive 10.56 %
Industrials 9.82 %
Consumer Cyclical 9.60 %
Communication Services 9.08 %
Energy 5.14 %
Basic materials 5.13 %
Vanguard Investments UK, Limited
EC4N 8AF, London, United Kingdom
Legal Structure
Open Ended Investment Company


Not Disclosed
Joined 06/23/2011

Data provided by Morningstar.

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