Vanguard LifeStrategy Funds ICVC-Vanguard LifeStrategy 40% Equity Fund

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Vanguard LifeStrategy 40% Equity Fund A Inc

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£163.9918

arrow-up£0.61 (+0.37%)

Fund Code

VALEI

B41F6L4

GB00B41F6L43

Prices updated as at 02 May 2025
|
Prices in GBP
Investment objective
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: 40% by value of shares; and 60% 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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
0.22
0.05
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 10 Feb 2025pdf
Interim Report 30 Sep 2024pdf
Annual Report 31 Mar 2024pdf
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