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Vanguard Lifestrategy 20% Equity Fund A Gross Inc (0P0000TKZH)

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137.23 +0.12    +0.09%
27/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B4620290 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.17B
Vanguard LifeStrategy Funds ICVC-Vanguard LifeStra 137.23 +0.12 +0.09%

0P0000TKZH Overview

 
Find basic information about the Vanguard Lifestrategy 20% Equity Fund A Gross Inc 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 0P0000TKZH MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.92%
Prev. Close137.11
Risk Rating
TTM Yield1.64%
ROE24.91%
IssuerN/A
TurnoverN/A
ROA9.58%
Inception DateJun 23, 2011
Total Assets1.17B
Expenses0.22%
Min. Investment100,000
Market Cap78.2B
CategoryGBP Cautious Allocation
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Vanguard Lifestrategy 20% Equity Fund A Gross Inc Analysis


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 56 9 39 108 48 10
% in Category 49 13 33 93 68 19

Top Equity Funds by Vanguard Investments UK, Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 16.16B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 16.16B 1.72 3.51 6.54
  US Equity Index Acc 17.04B 7.37 13.11 14.79
  US Equity Index Inc 17.1B 7.37 13.11 14.79
  FTSE Dev World ex UK Equity Index A 17.96B 6.40 12.13 12.73

Top Funds for GBP Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Invesco Monthly Income Plus Fund Z 2.09B 5.02 2.39 4.53
  Fund A GBP Gross Accumulation 1.17B -0.75 -2.04 3.06
  HSBC World Selection Cautious Portf 503.39M 4.73 0.21 3.00
  & General Multi-Index 3 Fund C Acc 104.69M 4.47 -0.20 3.51
  General Multi-Index 3 Fund C Dist 683.32K 4.46 -0.20 3.52

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard Global Bond Index Fund GBP Hedged Accumul IE00B50W2R13 18.81 152.947 +0.22%
  Vanguard FTSE Dev World ex UK Equity Index Acc GB00B59G4Q73 13.57 714.98 -1.05%
  Vanguard U.K. Government Bond Index Fund GBP Acc IE00B1S75374 13.04 133.614 +0.40%
  Vanguard Global Aggregate Bond UCITS ETF GBP Hedge IE00BG47K971 12.30 24.73 +0.32%
  Vanguard U.K. Investment Grade Bond Index Fund GBP IE00B1S74Q32 7.64 97.034 +0.21%

Technical Summary

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