Description

Vanguard LifeStrategy 40% Equity Fund A Acc is a UK-domiciled Open Ended Investment Company that operates as a multi-asset investment fund. Its primary objective is to generate returns for investors, through both capital growth and income, over a medium-term horizon of three years or more, by maintaining a predefined asset allocation. The fund is actively managed and invests at least 90% of its assets in a diversified portfolio of passive funds, specifically index-tracking funds managed by the Vanguard Group. Its strategic asset allocation is approximately 40% in global equities (shares of companies worldwide), with about 25% of this exposure in UK-listed companies, and approximately 60% in global government and corporate bonds and other fixed income instruments, with around 35% of this exposure in Sterling-denominated investments. The fund targets investors seeking a moderate-risk, balanced investment profile. It maintains a total asset value of approximately £5.75 billion.