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 | 19.28 % |
| Vanguard FTSE Dev Wld ex UK Eq Idx Acc | 13.42 % |
| Vanguard UK Govt Bd Idx GBP Acc | 11.86 % |
| Vanguard US IG Crdt Idx GBPH Acc | 7.95 % |
| Vanguard US Govt Bd Idx GBPH Acc | 7.69 % |
| Vanguard UK Inv Grd Bd Idx GBP Acc | 7.60 % |
| Vanguard UK Infl-LnkdGltIdx A Grs Acc | 7.39 % |
| Vanguard Euro Govt Bd Idx GBPH Acc | 7.09 % |
| Vanguard FTSE U.K. All Shr Idx UT Acc | 5.15 % |
| Vanguard Japan Govt Bd Idx GBPH Acc | 3.82 % |
| Region | % |
|---|---|
| United States | 44.10 % |
| United Kingdom | 23.20 % |
| Eurozone | 7.64 % |
| Japan | 6.14 % |
| Sector | % |
|---|---|
| Financial Services | 18.38 % |
| Technology | 12.72 % |
| Healthcare | 11.47 % |
| Industrials | 10.88 % |
| Consumer Cyclical | 9.96 % |
| Consumer Defensive | 9.60 % |
| Communication Services | 8.64 % |
| Energy | 6.79 % |
| Basic materials | 5.37 % |
Managers
Not Disclosed
Joined 06/23/2011
Data provided by Morningstar.
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