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ii Super 60 - Vanguard LifeStrategy 60% Equity

ii Super 60 investments

ii Super 60 investments:
Vanguard LifeStrategy® 60% Equity Fund

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Asset Group Asset Sub-Group Investment Category
Alternatives Mixed asset Low cost

Selection rationale:
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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Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.