Vanguard LifeStrategy 60% Equity A Acc


Fund Info

  • Yield History 1.44%
  • 3 Year sharpe 1.41
  • 3 Year alpha 1.75
  • Distribution Type accumulation
  • Benchmark -
  • Legal Structure Open Ended Investment Company
  • Fund Size (month end) Open Ended Investment Company
  • OCF 0.22%
  • Sector Mixed Investment 40-85% Shares
  • Manager Group Vanguard
  • Domicile United Kingdom

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. 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”).