Vanguard Global Balanced A GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.52%
  • 3 Year sharpe0.75
  • 3 Year alpha1.46
  • Distribution Typeincome
  • BenchmarkFTSE Developed NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.48%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupVanguard
  • DomicileUnited Kingdom
  • ISINGB00BZ82ZZ20

Investment Strategy

The Vanguard Global Balanced Fund (the “Fund”) seeks to provide an increase in the value of investments over the long-term (more than 5 years) together with some money paid out from those investments as income. The Fund is an active fund whereby the investment adviser uses their expertise to pick investments to achieve the Fund’s objectives. The Fund seeks to achieve its investment objective by investing primarily in a combination of shares of companies (approximately two-thirds of the portfolio) and bonds (approximately one-third of the portfolio).

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