Vanguard LifeStrategy 80% Equity Fund A Acc

Mixed Asset 61-100% Equity

This open-ended investment company provides 80% exposure to global equities and 20% exposure to global bonds via several index-tracking funds run by Vanguard. US equities is its largest allocation, followed by UK equities and global bonds. Ongoing charges 0.22%.

Narrative and ratings content all as of January 2020.

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Vanguard LifeStrategy 80% Equity Fund A Acc
Vanguard Investments UK, Limited
Open Ended Investment Company
Mixed Investment 40-85% 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 80% by value of equity securities; and ii 20% 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 US Equity Index Acc 19.59 %
Vanguard FTSE Dev Wld ex UK Eq Idx Acc 19.41 %
Vanguard FTSE U.K. All Shr Idx UT Acc 19.10 %
Vanguard Global Bond Index GBPH Acc 13.97 %
Vanguard Emerg Mkts Stk Idx GBP Acc 6.37 %
Vanguard FTSE Dev Eurp ex UK Eq Idx Acc 5.59 %
Vanguard S&P 500 UCITS ETF 4.58 %
Vanguard Japan Stock Index GBP Acc 3.32 %
Vanguard UK Govt Bd Idx GBP Acc 2.51 %
Vanguard UK Infl-LnkdGltIdx A Grs Acc 1.93 %
Region %
United States 47.29 %
United Kingdom 22.35 %
Eurozone 7.42 %
Japan 6.43 %
Sector %
Financial Services 15.62 %
Technology 14.40 %
Healthcare 13.73 %
Consumer Defensive 10.34 %
Consumer Cyclical 10.08 %
Industrials 10.01 %
Communication Services 9.07 %
Basic materials 5.14 %
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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