Vanguard LifeStrategy 40% Equity Fund A Acc

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£220.782

arrow-up£1.395 (+0.64%)

Fund Code

VAFEA

B3ZHN96

GB00B3ZHN960

Prices updated as at 31 Mar 2026

Prices in GBP

Investment objective

The Fund seeks to provide a return on your investment (through an increase in the value of, and income received from, assets held by the Fund) within a pre-defined asset allocation over the medium term (3 years or more).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 20-40% Equity
31 Dec 15 - 31 Dec 16	14.35	8.70
31 Dec 16 - 31 Dec 17	6.44	4.87
31 Dec 17 - 31 Dec 18	-2.25	-3.88
31 Dec 18 - 31 Dec 19	12.45	9.08
31 Dec 19 - 31 Dec 20	7.71	3.83
31 Dec 20 - 31 Dec 21	5.73	3.45
31 Dec 21 - 31 Dec 22	-13.61	-10.28
31 Dec 22 - 31 Dec 23	8.45	6.28
31 Dec 23 - 31 Dec 24	6.08	4.93
31 Dec 24 - 31 Dec 25	9.23	8.18

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	0.64	0.25
1 Month	-4.04	-3.88
3 Months	-0.60	-0.96
6 Months	1.79	1.34
1 Year	9.07	6.87
3 Years annualised	6.50	5.57
5 Years annualised	2.84	2.28

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Vanguard LifeStrategy Funds ICVC-Vanguard LifeStrategy 40% Equity Fund