Vanguard LifeStrategy 60% Equity Fund A Acc
Mixed Asset 41-60% Equity
This open-ended investment company provides 60% exposure to global equities and 40% exposure to global bonds via several index-tracking funds run by Vanguard. The bond content has 13% of assets in the UK and the remainder spread across the US, Europe and Japan. Equity exposure is mainly via the US, at 27%, and UK, at 15%. Ongoing charges 0.22%.
Narrative and ratings content all as of January 2020.See all Money Observer rated funds
|Vanguard FTSE Dev Wld ex UK Eq Idx Acc||19.62 %|
|Vanguard Global Bond Index GBPH Acc||19.09 %|
|Vanguard FTSE U.K. All Shr Idx UT Acc||14.99 %|
|Vanguard US Equity Index Acc||14.91 %|
|Vanguard UK Govt Bd Idx GBP Acc||5.76 %|
|Vanguard Emerg Mkts Stk Idx GBP Acc||4.83 %|
|Vanguard UK Infl-LnkdGltIdx A Grs Acc||3.75 %|
|Vanguard FTSE Dev Eurp ex UK Eq Idx Acc||3.47 %|
|Vanguard UK Inv Grd Bd Idx GBP Acc||3.44 %|
|Vanguard Japan Stock Index GBP Acc||2.06 %|
|United States||47.04 %|
|United Kingdom||22.33 %|
|Financial Services||15.65 %|
|Consumer Defensive||10.32 %|
|Consumer Cyclical||10.10 %|
|Communication Services||9.04 %|
|Basic materials||5.16 %|
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.