Vanguard LifeStrategy 40% Equity A Inc

Fund
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Fund Info

  • Yield History1.40%
  • 3 Year sharpe1.16
  • 3 Year alpha2.01
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.22%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupVanguard
  • DomicileUnited Kingdom
  • ISINGB00B41F6L43

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. 40% by value of equity securities; and ii. 60% 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”).

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