Vanguard S&P 500 UCITS ETF (VUSA)

A Select 50 Fund - Our view

Category US Large-Cap Blend Equity

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

Sell

£68.00

Buy

£93.00

arrow-down£-0.1425 (-0.16%)

Prices updated at 03 Dec 2024, 16:57 GMT

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Prices in GBP

Investment objective

This Fund seeks to track the performance of the Index, a widely recognised benchmark of U.S. stock market performance that is comprised of the stocks of large U.S. companies. The Fund employs a “passive management” – or indexing – investment approach, through physical acquisition of securities, designed to track the performance of the Index, a free float adjusted market capitalisation weighted index. In tracking the performance of the Index, the Fund attempts to replicate the Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index. The Index is a capitalisation weighted index of 500 U.S. stocks.

FTSE All-Share

0.56%

LSE

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

Annual performance (%)

Year	This fund	US Large-Cap Blend Equity
30 Sep 13 - 30 Sep 14	19.69	16.20
30 Sep 14 - 30 Sep 15	5.10	2.93
30 Sep 15 - 30 Sep 16	34.22	30.79
30 Sep 16 - 30 Sep 17	14.46	13.29
30 Sep 17 - 30 Sep 18	21.07	18.07
30 Sep 18 - 30 Sep 19	10.12	7.75
30 Sep 19 - 30 Sep 20	9.63	7.75
30 Sep 20 - 30 Sep 21	24.93	23.25
30 Sep 21 - 30 Sep 22	3.21	-1.36
30 Sep 22 - 30 Sep 23	8.98	9.08
30 Sep 23 - 30 Sep 24	22.49	21.01

Morningstar category: US Large-Cap Blend Equity

Trailing returns (%)

Year	This fund	US Large-Cap Blend Equity
1 Day	-0.21	0.12
1 Month	8.21	7.83
3 Months	13.47	11.23
6 Months	16.15	14.63
1 Year	32.85	30.81
3 Years annualised	13.07	11.04
5 Years annualised	16.46	14.88

Morningstar category: US Large-Cap Blend Equity

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.

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