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VANGUARD US EQUITY INDEX - Portfolio

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Asset allocation

vanguard us equity index asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 0%

Equity Geographic

vanguard us equity index equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

vanguard us equity index equity capitalisation illustration
Allocation Proportion
Large Caps 72%
Mid Caps 19%
Small Caps 9%

Top 10 holdings

As at: 29/02/2012
3.3% Apple Inc
2.7% Exxon Mobil Corp
1.5% Microsoft Corp
1.5% International Bus Mach Corp
1.4% Chevron Corp
1.3% General Electric Co.
1.2% At&t Inc
1.2% Procter & Gamble Co
1.1% Johnson & Johnson
1.1% Wells Fargo & Co
Source: Trustnet

Equity by sector

Information Technology 19%
Financials 15%
Consumer Discretionary 12%
Industrials 12%
Energy 11%
Health Care 11%
Consumer Staples 9%
Materials 4%
Utilities 4%
Telecommunications Utilities 3%

As at: 29/02/2012
100% USA
100% USA
Source: Trustnet

Portfolio details


No information available.

Constraints


This is a tracker fund and so is managed passively.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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