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
£201.584
£-0.445 (-0.22%)
Fund Code
VANLI
B4R2F34
GB00B4R2F348
Prices updated as at 25 Sep 2024
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
Growth of 1,000 as of 26 Sep 2024, 23:09
Trailing returns (%) as of 26 Sep 2024, 23:09
Annual performance (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
30 Jun 13 - 30 Jun 14 | 7.98 | 7.56 |
30 Jun 14 - 30 Jun 15 | 7.27 | 5.39 |
30 Jun 15 - 30 Jun 16 | 10.56 | 1.73 |
30 Jun 16 - 30 Jun 17 | 12.51 | 12.28 |
30 Jun 17 - 30 Jun 18 | 5.74 | 2.41 |
30 Jun 18 - 30 Jun 19 | 6.84 | 2.94 |
30 Jun 19 - 30 Jun 20 | 3.60 | -0.74 |
30 Jun 20 - 30 Jun 21 | 13.44 | 13.65 |
30 Jun 21 - 30 Jun 22 | -7.16 | -7.71 |
30 Jun 22 - 30 Jun 23 | 3.85 | 1.80 |
30 Jun 23 - 30 Jun 24 | 11.87 | 9.51 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | -0.22 | 0.11 |
1 Month | 0.01 | 0.66 |
3 Months | 1.27 | 2.10 |
6 Months | 3.55 | 3.69 |
1 Year | 13.33 | 11.67 |
3 Years annualised | 2.48 | 1.24 |
5 Years annualised | 4.60 | 3.18 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.