Vanguard LifeStrategy 60% Equity A Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.45
  • 3 Year alpha0.69
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.22%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupVanguard
  • DomicileUnited Kingdom
  • ISINGB00B3TYHH97

Investment Strategy

The Fund’s investment objective is to hold investments that will pay out money and increase in value through exposure to a diversified portfolio comprised of approximately: 60% by value of shares; and 40% by value of bonds and other similar fixed income investments. The Fund will seek to achieve its investment objective by investing more than 90% of its assets in passive funds that track an index, which are managed or operated by the ACD or its associates.

ii Super 60 selected

This Fund is a member of our ii Super 60 rated list

The Vanguard Life Strategy 60% Equity Fund provides 60% exposure to global equities and 40% exposure to global bonds via several index-tracking funds run by Vanguard. The bond content is spread globally, with 13% of assets in the UK. In terms of equity exposure, the US is the biggest country weighting followed by the UK. The non-UK exposure within bonds is hedged back to sterling but equities are not hedged. Index funds held within the fund are automatically rebalanced to static target weights. The fund only holds a selection of Vanguard index funds and ETFs, which helps reduce costs.

The fund is part of the wider Vanguard Life Strategy range of funds that offer five pre-determined mixes of equities and bonds in order to meet a range of risk and return profiles among investors. Equities offer higher potential returns than bonds – but are riskier. If you are a more cautious investor you might want to choose a LifeStrategy fund with less equities and more bonds. An adventurous investor on the other hand might want to choose a LifeStrategy fund with more equities.

Managed by highly experienced and well-resourced team at Vanguard, the range stands out with a clear and well-defined investment process and consistently produced strong risk adjusted returns relative to peers. With an ongoing charge of just 0.22%, these funds are the ultimate, globally diversified one stop shop. Spreading risk across equities and bonds, they are the ideal way for beginner investors who are taking a medium risk approach to get started investing.

August 2020

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