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VANGUARD FTSE UK EQUITY INCOME INDEX - Fund overview

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Overview of VANGUARD FTSE UK EQUITY INCOME INDEX

Please note, although technically this fund has no initial charge it is subject to Stamp Duty Reserve Tax (SDRT). Since SDRT is deducted from your initial investment we have displayed it as an initial charge.

Standard Initial Charge

0.50% 0.50%

Fund summary

Sector  UK Equity Income
Product type  OEIC
Launched  June, 2009
Size  £42m
Yield 5.2%
Charging basis  CAPITAL
Dividends paid  –
Bid price(inc) 14,292.10p
Bid price(acc) 15,919.19p

Fund Charges

Standard Initial charge 0.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 0.25%
Total expense ratio 0.25%
Reduction in yield (10yr) 0.30%

Bestinvest says


No information available.

Portfolio

vanguard ftse uk equity income index asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
vanguard ftse uk equity income index equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
vanguard ftse uk equity income index equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Vanguard FTSE U.K. Equity Income Index Fund (the “Fund”) seeks to track the
performance of the FTSE U.K. Equity Income Index (the "Index") which consists of stocks that are forecast to pay dividends. The index is then weight to those stocks with the highest dividend yield.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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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