Vanguard LifeStrategy 20% Equity Fund A Gross Acc
This low-risk fund provides some upside potential from investing while limiting the risk of losing your money. It has 20% exposure to globally diversified equities with the remainder in globally diversified government and corporate bonds. The underlying portfolios are wholly made up of Vanguard index tracker funds. For a bit more risk, use the 40% equity version.
Holding | % |
---|---|
Vanguard Global Bond Index GBPH Acc | 19.17 % |
Vanguard FTSE Dev Wld ex UK Eq Idx Acc | 13.23 % |
Vanguard UK Govt Bd Idx GBP Acc | 11.98 % |
Vanguard US IG Crdt Idx GBPH Acc | 7.83 % |
Vanguard UK Inv Grd Bd Idx GBP Acc | 7.73 % |
Vanguard UK Infl-LnkdGltIdx A Grs Acc | 7.64 % |
Vanguard US Govt Bd Idx GBPH Acc | 7.63 % |
Vanguard Euro Govt Bd Idx GBPH Acc | 7.00 % |
Vanguard FTSE U.K. All Shr Idx UT Acc | 5.08 % |
Vanguard Japan Govt Bd Idx GBPH Acc | 3.88 % |
Region | % |
---|---|
United States | 43.81 % |
United Kingdom | 23.49 % |
Eurozone | 7.45 % |
Japan | 6.21 % |
Sector | % |
---|---|
Financial Services | 18.31 % |
Technology | 12.15 % |
Healthcare | 11.09 % |
Industrials | 10.73 % |
Consumer Defensive | 10.00 % |
Consumer Cyclical | 9.92 % |
Communication Services | 8.74 % |
Energy | 7.24 % |
Basic materials | 5.36 % |
Managers
Not Disclosed
Joined 06/23/2011
Data provided by Morningstar.
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