Vanguard LifeStrategy 80% Equity Fund A Inc

Vanguard LifeStrategy 80% Equity Fund A Inc
Vanguard Investments UK, Limited
Open Ended Investment Company
Mixed Investment 40-85% Shares
0.22 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.9 %
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 U.S. Eq Idx £ Acc 19.37 %
Vanguard FTSE Dev Wld ex-UK Eq Idx £ Acc 19.29 %
Vanguard FTSE UK All Shr Idx Unit Tr£Acc 19.09 %
Vanguard Glb Bd Idx £ H Acc 14.04 %
Vanguard Em Mkts Stk Idx £ Acc 6.66 %
Vanguard FTSE Dev €pe ex-UK Eq Idx £ Acc 5.67 %
Vanguard S&P 500 UCITS ETF 4.47 %
Vanguard Jpn Stk Idx £ Acc 3.21 %
Vanguard UK Govt Bd Idx £ Acc 2.55 %
Vanguard UK Infl-Lnkd Gilt Idx £ Acc 1.94 %
Region %
United States 46.72 %
United Kingdom 22.52 %
Eurozone 7.47 %
Japan 6.30 %
Sector %
Financial Services 15.37 %
Technology 14.57 %
Healthcare 13.57 %
Consumer Cyclical 10.29 %
Consumer Defensive 10.22 %
Industrials 10.11 %
Communication Services 9.22 %
Basic materials 5.40 %
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.

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.