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Vanguard Lifestrategy 40% Equity Fund A Inc (0P0000TKZJ)

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168.19 +0.56    +0.33%
21/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Vanguard Investments UK, Limited
ISIN:  GB00B41F6L43 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 5.92B
Vanguard LifeStrategy 40% Equity Fund A Inc 168.19 +0.56 +0.33%

0P0000TKZJ Overview

 
Find basic information about the Vanguard Lifestrategy 40% Equity Fund A 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 0P0000TKZJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.99%
Prev. Close167.63
Risk Rating
TTM Yield1.51%
ROE24.72%
IssuerVanguard Investments UK, Limited
TurnoverN/A
ROA9.48%
Inception DateJun 23, 2011
Total Assets5.92B
Expenses0.22%
Min. Investment100,000
Market Cap74.62B
CategoryGBP Moderately Cautious Allocation
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Vanguard Lifestrategy 40% Equity Fund A Inc Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1005 1045 1071 1018 1170 1594
Fund Return 0.46% 4.49% 7.12% 0.6% 3.19% 4.78%
Place in category 136 46 54 194 50 6
% in Category 22 7 11 31 9 2

Top Other Funds by Vanguard Investments UK, Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 80 Equity Fund A Acc 12.9B 2.96 6.53 8.34
  LifeStrategy 80 Equity Fund A Inc 12.9B 2.96 6.53 8.34
  LifeStrategy 40 Equity Fund A Acc 5.94B 0.46 0.60 4.77
  GB00BZ82ZZ20 1B 0.27 7.06 -
  Vanguard Target Ret 2045 Acc Shares 331.32M -0.00 5.44 -

Top Funds for GBP Moderately Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 40 Equity Fund A Acc 5.94B 0.46 0.60 4.77
  General Multi-Index 4 Fund I Dist 50.79M 5.32 0.89 4.59
  & General Multi-Index 4 Fund C Acc 249.07M 5.35 0.95 4.65
  General Multi-Index 4 Fund C Dist 6.62M 5.35 0.94 4.65
  & General Multi-Index 4 Fund F Acc 202.33K 5.18 0.73 4.40

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard FTSE Dev World ex UK Equity Index Acc GB00B59G4Q73 19.29 712.16 +0.81%
  Vanguard Global Bond Index Fund GBP Hedged Accumul IE00B50W2R13 18.93 151.611 +0.01%
  Vanguard FTSE UK All Share Index Unit Trust Accumu GB00B3X7QG63 9.91 275.95 +0.81%
  Vanguard U.K. Government Bond Index Fund GBP Acc IE00B1S75374 9.71 132.152 +0.29%
  Vanguard US Equity Index Acc GB00B5B71Q71 5.85 1,053.73 +0.97%

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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