Vanguard SustainableLife 60-70% Equity Fund A GBP Inc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£173.5947
£0.196 (+0.11%)
Fund Code
VABAI
BZ82ZZ2
GB00BZ82ZZ20
Prices updated as at 18 Oct 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
, 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 19 Oct 2024, 20:10
Trailing returns (%) as of 19 Oct 2024, 20:10
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | - | - |
30 Sep 14 - 30 Sep 15 | - | - |
30 Sep 15 - 30 Sep 16 | - | - |
30 Sep 16 - 30 Sep 17 | 10.05 | 9.07 |
30 Sep 17 - 30 Sep 18 | 7.15 | 5.10 |
30 Sep 18 - 30 Sep 19 | 10.50 | 3.86 |
30 Sep 19 - 30 Sep 20 | -1.85 | -0.10 |
30 Sep 20 - 30 Sep 21 | 15.81 | 16.49 |
30 Sep 21 - 30 Sep 22 | -2.99 | -10.24 |
30 Sep 22 - 30 Sep 23 | 8.88 | 5.13 |
30 Sep 23 - 30 Sep 24 | 11.13 | 14.19 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | 0.01 | 0.27 |
1 Month | 1.36 | 1.72 |
3 Months | 1.96 | 2.31 |
6 Months | 6.15 | 6.73 |
1 Year | 12.95 | 15.28 |
3 Years annualised | 5.89 | 2.93 |
5 Years annualised | 6.84 | 5.13 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.