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
£245.119
£-0.539 (-0.22%)
Fund Code
VALSE
B4KWNF9
GB00B4KWNF91
Prices updated as at 14 May 2025
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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 | 0.25 | 0.43 |
| 1 Month | 7.32 | 6.54 |
| 3 Months | -3.69 | -2.77 |
| 6 Months | 0.83 | 0.73 |
| 1 Year | 6.00 | 3.76 |
| 3 Years annualised | 7.45 | 5.35 |
| 5 Years annualised | 9.27 | 6.60 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
