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VANGUARD LIFESTRATEGY 80% EQUITY - Fund overview

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Find rated mixed investment 40-85% shares funds

Overview of VANGUARD LIFESTRATEGY 80% EQUITY

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. VANGUARD LIFESTRATEGY 80% EQUITY does not fall into either of these categories at present.

Standard Initial Charge

0.24% 0.24%

Fund summary

Sector	Mixed Investment 40-85% Shares
Product type	OEIC
Launched	June, 2011
Size	£10m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price(inc)	9,718.91p
Bid price(acc)	9,897.82p

Fund Charges

Standard Initial charge	0.24%
Initial charge via Bestinvest	0.24%
Additional bid/offer spread	0.00%
Annual management charge	0.32%
Total expense ratio	0.32%
Reduction in yield (10yr)	0.34%

Bestinvest says

No information available.

Portfolio

vanguard lifestrategy 80% equity asset allocation illustration

Allocation		Proportion

	Equity	80%
	High yield bonds	–
	Quality bonds	20%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

vanguard lifestrategy 80% equity equity geographic illustration

Allocation		Proportion

	UK	48%
	Europe	15%
	Nth America	17%
	Japan	12%
	Pacific	1%
	Other Equity	7%

vanguard lifestrategy 80% equity equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for VANGUARD LIFESTRATEGY 80% EQUITY

Investment process

The fund seeks to achieve income and/or capital returns through exposure to a
diversified notional portfolio comprised of approximately 80% equity securities and
20% fixed income securities. The Fund will seek to achieve its investment objective predominantly through investment in passive, index-tracking collective investment schemes.

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.

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