Vanguard LifeStrategy 60% Equity Fund A Acc

This instant, medium-risk portfolio has 60% exposure to globally diversified shares with the rest in globally diversified government and corporate bonds.

Vanguard LifeStrategy 60% 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
1.5 %
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 60% by value of equity securities; and ii 40% 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 Global Bond Index GBPH Acc 19.83 %
Vanguard FTSE Dev Wld ex UK Eq Idx Acc 18.97 %
Vanguard FTSE U.K. All Shr Idx UT Acc 14.42 %
Vanguard US Equity Index Acc 14.03 %
Vanguard UK Govt Bd Idx GBP Acc 5.84 %
Vanguard Emerg Mkts Stk Idx GBP Acc 5.00 %
Vanguard UK Infl-LnkdGltIdx A Grs Acc 3.87 %
Vanguard UK Inv Grd Bd Idx GBP Acc 3.81 %
Vanguard FTSE Dev Eurp ex UK Eq Idx Acc 3.46 %
Vanguard US IG Crdt Idx GBPH Acc 1.92 %
Region %
United States 45.96 %
United Kingdom 22.42 %
Eurozone 7.71 %
Japan 6.23 %
Sector %
Financial Services 17.75 %
Technology 13.44 %
Healthcare 11.66 %
Industrials 10.93 %
Consumer Cyclical 10.08 %
Consumer Defensive 9.47 %
Communication Services 8.61 %
Energy 6.04 %
Basic materials 5.13 %
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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