Vanguard LifeStrategy Funds ICVC-Vanguard LifeStrategy 20% Equity Fund

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Vanguard LifeStrategy 20% Equity Fund A Gross Acc

Category GBP Allocation 0-20% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£161.5325

arrow-down£-0.616 (-0.38%)

Fund Code

VALEA

B4NXY34

GB00B4NXY349

Prices updated as at 17 May 2024
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Prices in GBP
Investment objective
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: 20% by value of shares and 80% 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.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnLow
Morningstar riskAbove Average
Morningstar rating
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5 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Apr 2024

Ratios
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1 year3 years
1.341.01
1.251.23
0.39-0.12
98.7598.47
-0.29-0.65
6.927.80
1.561.71

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.