Vanguard LifeStrategy 40% Equity Fund A Inc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£174.6258
£-3.052 (-1.72%)
Fund Code
VALEI
B41F6L4
GB00B41F6L43
Prices updated as at 01 Apr 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 20-40% Equity |
|---|---|---|
| 31 Mar 15 - 31 Mar 16 | 0.89 | -1.42 |
| 31 Mar 16 - 31 Mar 17 | 13.53 | 9.72 |
| 31 Mar 17 - 31 Mar 18 | 1.56 | 0.24 |
| 31 Mar 18 - 31 Mar 19 | 5.76 | 2.12 |
| 31 Mar 19 - 31 Mar 20 | -0.64 | -4.22 |
| 31 Mar 20 - 31 Mar 21 | 14.27 | 13.35 |
| 31 Mar 21 - 31 Mar 22 | 1.97 | 0.81 |
| 31 Mar 22 - 31 Mar 23 | -6.62 | -5.41 |
| 31 Mar 23 - 31 Mar 24 | 7.56 | 6.31 |
| 31 Mar 24 - 31 Mar 25 | 2.95 | 3.34 |
| 31 Mar 25 - 31 Mar 26 | 9.07 | 6.63 |
Trailing returns (%)
| Year | This fund | GBP Allocation 20-40% Equity |
|---|---|---|
| 1 Day | -1.69 | 0.65 |
| 1 Month | -5.66 | -3.28 |
| 3 Months | -2.28 | -0.32 |
| 6 Months | -0.12 | 1.90 |
| 1 Year | 6.79 | 7.44 |
| 3 Years annualised | 5.89 | 5.78 |
| 5 Years annualised | 2.37 | 2.37 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
