Manager
Vanguard Asset Management Limited
Sector
Mixed Investment 40-85% Shares
Structure
ICVC
Domicile
United Kingdom
Currency
GBP
Launched
23 Jun 2011
Benchmark
IA Mixed Investment 40-85% Shares
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| Year to date |
| +7.52% |
| +4.99% |
| +4.99% |
| — |
| Annualised (a year) | ||||
| 1 year | +16.82% | +17.39% | +17.39% | — |
| 3 years | +11.64% | +7.17% | +7.17% | — |
| 5 years | +6.05% | +3.32% | +3.32% | — |
| 10 years | +7.20% | +11.79% | +11.79% | — |
| Since launch | +7.65% | +5.49% | +5.49% | — |
| 6 | Vanguard U.K. Government Bond Index Fund | 3.70% |
| 7 | Vanguard U.K. Investment Grade Bond Index Fund | 1.50% |
| 8 | Vanguard U.K. Inflation Linked Gilt Index Fund | 1.40% |
| 9 | Vanguard FTSE Developed Europe ex U.K. Equity Index Fund | 1.30% |
| 10 | Vanguard Japan Stock Index Fund | 0.70% |
| 11 | Vanguard Global Aggregate Bond UCITS ETF | 0.40% |
| 12 | Vanguard Pacific ex Japan Stock Index Fund | 0.30% |
| 6.0% |
| Energy | 4.3% |
| Materials | 4.2% |
| Utilities | 2.8% |
| Real Estate | 1.8% |
| Other | 0.1% |
| North America | 53.9% | |
| UK | 20.1% | |
| Europe ex UK | 9.1% | |
| Emerging Markets | 6.3% | |
| Asia ex Japan | 5.8% | |
| Japan | 4.9% |
| Equity | 59.8% | |
| Fixed Income | 40.2% |
| Median company size | 111800000.0% |
| — |