Vanguard LifeStrategy 60% Equity Fund A Inc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£202.9474
£0.383 (+0.19%)
Fund Code
VANLI
B4R2F34
GB00B4R2F348
Prices updated as at 13 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: 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 13.75 | 9.51 |
| 31 Mar 15 - 31 Mar 16 | 0.12 | -2.54 |
| 31 Mar 16 - 31 Mar 17 | 18.97 | 13.31 |
| 31 Mar 17 - 31 Mar 18 | 1.89 | 0.88 |
| 31 Mar 18 - 31 Mar 19 | 6.98 | 2.72 |
| 31 Mar 19 - 31 Mar 20 | -3.58 | -7.15 |
| 31 Mar 20 - 31 Mar 21 | 21.46 | 20.92 |
| 31 Mar 21 - 31 Mar 22 | 5.06 | 2.71 |
| 31 Mar 22 - 31 Mar 23 | -4.57 | -5.52 |
| 31 Mar 23 - 31 Mar 24 | 10.88 | 8.45 |
| 31 Mar 24 - 31 Mar 25 | 3.98 | 3.46 |
Trailing returns (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 1 Day | 0.19 | 0.27 |
| 1 Month | 5.74 | 4.94 |
| 3 Months | -2.65 | -1.34 |
| 6 Months | 0.94 | 1.34 |
| 1 Year | 5.30 | 4.20 |
| 3 Years annualised | 5.17 | 4.06 |
| 5 Years annualised | 6.18 | 4.90 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
