Vanguard LifeStrategy 20% Equity Fund A Gross Inc
Category GBP Allocation 0-20% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£136.8298
£0.145 (+0.11%)
Fund Code
VALSI
B462029
GB00B4620290
Prices updated as at 02 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 0-20% Equity |
|---|---|---|
| 31 Mar 15 - 31 Mar 16 | 1.44 | -1.43 |
| 31 Mar 16 - 31 Mar 17 | 8.28 | 8.51 |
| 31 Mar 17 - 31 Mar 18 | 1.44 | 0.86 |
| 31 Mar 18 - 31 Mar 19 | 4.76 | 2.18 |
| 31 Mar 19 - 31 Mar 20 | 2.29 | -1.46 |
| 31 Mar 20 - 31 Mar 21 | 7.72 | 9.59 |
| 31 Mar 21 - 31 Mar 22 | -1.02 | -0.58 |
| 31 Mar 22 - 31 Mar 23 | -8.49 | -5.03 |
| 31 Mar 23 - 31 Mar 24 | 4.86 | 6.14 |
| 31 Mar 24 - 31 Mar 25 | 2.57 | 3.31 |
| 31 Mar 25 - 31 Mar 26 | 6.30 | 5.30 |
Trailing returns (%)
| Year | This fund | GBP Allocation 0-20% Equity |
|---|---|---|
| 1 Day | 0.11 | -0.11 |
| 1 Month | -5.44 | -2.60 |
| 3 Months | -2.93 | -0.22 |
| 6 Months | -1.44 | 1.47 |
| 1 Year | 3.22 | 5.77 |
| 3 Years annualised | 3.66 | 5.06 |
| 5 Years annualised | 0.09 | 1.87 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
