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Vanguard Lifestrategy 20% Equity Fund A Gross Acc (0P0000TKZG)

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158.41 -0.02    -0.02%
18/04 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.26B
Type:  Fund
Market:  United Kingdom
Issuer:  Vanguard Investments UK, Limited
ISIN:  GB00B4NXY349 
Asset Class:  Equity
Vanguard LifeStrategy Funds ICVC-Vanguard LifeStra 158.41 -0.02 -0.02%

0P0000TKZG Overview

 
Find basic information about the Vanguard Lifestrategy 20% Equity Fund A Gross Acc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000TKZG MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B4NXY349)
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Rating
1-Year Change3.72%
Prev. Close158.43
Risk Rating
TTM Yield1.61%
ROE24.91%
IssuerVanguard Investments UK, Limited
TurnoverN/A
ROA9.58%
Inception DateJun 23, 2011
Total Assets1.26B
Expenses0.22%
Min. Investment100,000
Market Cap78.2B
CategoryGBP Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 993 1033 1054 940 1056 1352
Fund Return -0.75% 3.33% 5.42% -2.04% 1.1% 3.06%
Place in category 57 10 40 107 47 9
% in Category 51 15 35 91 65 15

Top Equity Funds by Vanguard Investments UK, Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 14.69B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 14.69B 1.72 3.51 6.54
  US Equity Index Inc 14.41B 7.37 13.11 14.79
  US Equity Index Acc 14.41B 7.37 13.11 14.79
  FTSE Dev World ex UK Equity Index A 14.63B 6.40 12.13 12.73

Top Funds for GBP Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  20% Equity Fund A GBP Gross Income 1.26B -0.75 -2.04 3.06
  HSBC World Selection Cautious Portf 510.47M -0.58 -0.53 2.75
  & General Multi-Index 3 Fund F Acc 72.89K 0.71 -0.66 3.32
  General Multi-Index 3 Fund F Dist 47.31K 0.69 -0.65 3.33
  & General Multi-Index 3 Fund I Acc 263.21M 0.77 -0.46 3.51

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard Global Bond Index Fund GBP Hedged Accumul IE00B50W2R13 18.81 145.480 -0.14%
  Vanguard FTSE Dev World ex UK Equity Index Acc GB00B59G4Q73 13.57 627.34 +0.06%
  Vanguard U.K. Government Bond Index Fund GBP Acc IE00B1S75374 13.04 130.626 +0.11%
  Vanguard Global Aggregate Bond UCITS ETF GBP Hedge IE00BG47K971 12.30 23.54 +0.04%
  Vanguard U.K. Investment Grade Bond Index Fund GBP IE00B1S74Q32 7.64 93.665 +0.11%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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