fund
VANGUARD LIFESTRATEGY 60% EQUITY A
Low cost fund of equity and bond funds using Vanguard's own range of index tracking products.
PRICE (INC)
18357.59p
PRICE (ACC)
22063.99p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.22%
ONGOING CHARGE
0.22%
YIELD
1.8%
1 YEAR
2.24%Prices as at 30 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The Fund’s investment objective is to hold investments that will pay out money and increase in value through exposure to a diversified portfolio comprised of approximately: 60% by value of shares; and 40% by value of bonds and other similar fixed income investments. The Fund will seek to achieve its investment objective by investing more than 90% of its assets in passive funds that track an index, which are managed or operated by the ACD or its associates.
Fund summary
| Sector | Mixed Investment 40-85% Shares |
|---|---|
| Structure | OEIC |
| Launched | June 2011 |
| Size | £13,728m |
| Yield | 1.8% |
| Dividends paid | May |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.22% |
| Ongoing Charges Figure | 0.22% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning