Vanguard LifeStrategy 80% Equity A Inc

Fund

Fund Info

  • Yield History1.79%
  • 3 Year sharpe1.42
  • 3 Year alpha1.18
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.22%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupVanguard
  • DomicileUnited Kingdom
  • ISINGB00B4KWNF91

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. 80% by value of equity securities; and ii. 20% 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”).