Vanguard ActiveLife Climate Aware 60-70% Equity Income

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£168.1738

arrow-down£-1.332 (-0.79%)

Fund Code

VABAI

BZ82ZZ2

GB00BZ82ZZ20

Prices updated as at 16 Dec 2024

Prices in GBP

Investment objective

The Fund seeks to provide an increase in the value of investments over the long-term (more than 5 years) together with some money paid out from those investments as income. The Fund is an active fund whereby the investment adviser uses their expertise to pick investments to achieve the Fund’s objectives. The Fund uses an independent sub-investment adviser which follows a distinct approach in managing the Fund’s investments to maintain a balance between its investments in shares and bonds. The Fund seeks to achieve its investment objective by investing in a combination of shares of companies (between 60-70% of the portfolio, with an expected allocation of 65%) and bonds (between 30-40% of the portfolio, with an expected allocation of 35%) selected in accordance with the Sustainability Policy.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Not Disclosed
	173.59
	158.69
Fund comparative index	FTSE Developed NR GBP
	Mixed Investment 40-85% Shares
	-
	0.48
	0.34
	0.00
	GBP Allocation 60-80% Equity
	No
Fund provider	Vanguard Investments UK, Limited
Share class launch date	25 May 2016
	£1.02b
	-
	2.66
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.

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