Vanguard LifeStrategy 20% Eq A Grs Acc

Fund

Fund Info

  • Yield History 1.41%
  • 3 Year sharpe 1.02
  • 3 Year alpha 1.55
  • Distribution Type accumulation
  • Benchmark -
  • Legal Structure Open Ended Investment Company
  • Fund Size (month end) Open Ended Investment Company
  • OCF 0.22%
  • Sector Mixed Investment 0-35% Shares
  • Manager Group Vanguard
  • Domicile United Kingdom
  • ISIN GB00B4NXY349

Investment Strategy

The Fund‟s investment objective is to achieve income and/or capital returns through exposure to a diversified notional portfolio comprised of approximately: i. 20% by value of equity securities; and ii. 80% 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”).