Vanguard LifeStrategy Funds ICVC-Vanguard LifeStrategy 60% Equity Fund

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Vanguard LifeStrategy 60% Equity Fund A Inc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£198.9291

arrow-down£-0.211 (-0.11%)

Fund Code

VANLI

B4R2F34

GB00B4R2F348

Prices updated as at 27 Jun 2024
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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: 60% by value of shares; and 40% 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.

Growth of 1,000 as of 28 Jun 2024, 01:06

Trailing returns (%) as of 28 Jun 2024, 01:06

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 13 - 31 Mar 143.564.15
31 Mar 14 - 31 Mar 1513.759.51
31 Mar 15 - 31 Mar 160.12-2.54
31 Mar 16 - 31 Mar 1718.9713.31
31 Mar 17 - 31 Mar 181.890.88
31 Mar 18 - 31 Mar 196.982.72
31 Mar 19 - 31 Mar 20-3.58-7.15
31 Mar 20 - 31 Mar 2121.4620.92
31 Mar 21 - 31 Mar 225.062.71
31 Mar 22 - 31 Mar 23-4.57-5.52
31 Mar 23 - 31 Mar 2410.888.45

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.04-0.07
1 Month1.360.58
3 Months2.261.48
6 Months6.444.45
1 Year13.3510.14
3 Years annualised2.721.01
5 Years annualised4.992.98
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.