Vanguard LifeStrategy 80% Equity Fund A Inc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£241.0103
£2.576 (+1.08%)
Fund Code
VALSE
B4KWNF9
GB00B4KWNF91
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: 80% by value of shares; and 20% 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 15.05 | 10.85 |
| 31 Mar 15 - 31 Mar 16 | -0.74 | -2.93 |
| 31 Mar 16 - 31 Mar 17 | 24.54 | 17.37 |
| 31 Mar 17 - 31 Mar 18 | 2.14 | 1.40 |
| 31 Mar 18 - 31 Mar 19 | 8.17 | 3.97 |
| 31 Mar 19 - 31 Mar 20 | -6.53 | -8.04 |
| 31 Mar 20 - 31 Mar 21 | 28.85 | 26.61 |
| 31 Mar 21 - 31 Mar 22 | 8.42 | 5.02 |
| 31 Mar 22 - 31 Mar 23 | -2.47 | -4.73 |
| 31 Mar 23 - 31 Mar 24 | 14.18 | 10.39 |
| 31 Mar 24 - 31 Mar 25 | 4.88 | 3.05 |
Trailing returns (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 1 Day | 1.08 | 0.60 |
| 1 Month | -0.27 | -0.36 |
| 3 Months | -4.88 | -4.63 |
| 6 Months | 1.24 | 0.01 |
| 1 Year | 6.25 | 4.18 |
| 3 Years annualised | 6.45 | 3.56 |
| 5 Years annualised | 9.22 | 6.49 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
