Vanguard LifeStrategy 40% Equity Fund A Acc header image

Vanguard LifeStrategy 40% Equity Fund A Acc

Fund

ISIN GB00B3ZHN960 / Valor 13257277

NAV (2025-11-14)
GBP 221.15-0.36%

Vanguard LifeStrategy 40% Equity Fund A Acc
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The Vanguard LifeStrategy 40% Equity Fund features a balanced portfolio split with approximately 40% in shares and 60% in bonds and similar fixed income investments. It primarily invests over 90% of its assets in passive index-tracking funds managed by Associated Schemes, ensuring broad diversification across various countries and asset classes. The fund includes shares from both UK and international companies, including those in emerging markets, as well as a mix of Sterling-denominated bonds like gilts and UK investment-grade bonds alongside non-Sterling bonds. Additionally, it holds money market instruments, with the UK making up about 35% of the bond portion of the portfolio.

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Tags:
diversified portfolio fixed income

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OTHER SHARE CLASSES OF THIS FUND

Vanguard LifeStrategy 40% Equity Fund A Inc
Vanguard LifeStrategy 40% Equity Fund A Inc Vanguard LifeStrategy 40% Equity Fund A Inc Valor: 13259299
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Annual Return

-50%0%+50%

Risk level

110
-0.36%GBP 177.97