Funds

Vanguard LifeStrategy 80% Equity Fund A Acc

GB00B4PQW151:GBP

Vanguard LifeStrategy 80% Equity Fund A Acc

  • Price (GBP)287.34
  • Today's Change2.55 / 0.89%
  • 1 Year change12.80%
Data delayed at least 15 minutes, as of Apr 26 2024.
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Asset allocation

Distribution

Type% Net assets% Short% Long
Non-UK stock60.83%0.00%60.84%
UK stock18.04%0.00%18.04%
Non-UK bond14.54%0.01%14.55%
UK bond5.37%0.00%5.37%
Cash0.02%0.01%0.03%
Other1.19%0.01%1.21%
As of Mar 31 2024
Weightings
Sectors
Sector% Net assetsCategory average
Technology15.51%12.73%
Financial Services12.54%10.41%
Healthcare9.17%8.77%
Industrials9.05%8.94%
Consumer Cyclical8.51%6.98%
Consumer Defensive6.51%4.85%
Communication Services5.24%4.36%
Energy4.50%3.07%
Other3.97%36.88%
Basic Materials3.66%3.01%
As of Mar 31 2024. Sectors weighting is calculated using only long position holdings of the portfolio.

Top 10 holdings

Top 10 holdings as a per cent of portfolio
--96.48%0.00%96.48%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Vanguard U.S. Equity Index Fund GBP Acc
GB00B5B71Q71:GBP
+24.74%19.62%
Vanguard FTSE U.K. All Share Index Unit Trust GBP Acc
GB00B3X7QG63:GBP
+7.22%19.42%
Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Acc
GB00B59G4Q73:GBP
+20.75%19.24%
Vanguard Global Bond Index Fund GBP Hedged Acc
IE00B50W2R13:GBP
+0.55%13.95%
Vanguard S&P 500 ETF USD Acc+26.05%6.32%
Vanguard Emerging Markets Stock Index Fund GBP Acc
IE00B50MZ724:GBP
+9.53%5.83%
Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund GBP Acc
GB00B5B71H80:GBP
+9.70%4.98%
Vanguard U.K. Government Bond Index Fund GBP Acc
IE00B1S75374:GBP
-2.05%2.78%
Vanguard Japan Stock Index Fund GBP Acc
IE00B50MZ948:GBP
+17.48%2.65%
Vanguard U.K. Investment Grade Bond Index Fund GBP Acc
IE00B1S74Q32:GBP
+4.26%1.70%
Per cent of portfolio in top 10 holdings: 96.48%
The performance data shown in tables and graphs on this page is calculated in GBP of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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