Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
Close

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

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
134.92 -0.39    -0.29%
01/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 1.17B
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B4620290 
Asset Class:  Equity
Vanguard LifeStrategy Funds ICVC-Vanguard LifeStra 134.92 -0.39 -0.29%

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.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change5.98%
Prev. Close135.31
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
What is your sentiment on Vanguard LifeStrategy Funds ICVC-Vanguard LifeStra?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

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 15.61B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 15.61B 1.72 3.51 6.54
  US Equity Index Acc 15.71B 7.37 13.11 14.79
  US Equity Index Inc 15.71B 7.37 13.11 14.79
  FTSE Dev World ex UK Equity Index A 16.92B 6.40 12.13 12.73

Top Funds for GBP Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fund A GBP Gross Accumulation 1.17B -0.75 -2.04 3.06
  HSBC World Selection Cautious Portf 499.29M 4.73 0.21 3.00
  & General Multi-Index 3 Fund C Acc 103.3M 4.47 -0.20 3.51
  General Multi-Index 3 Fund C Dist 674.28K 4.46 -0.20 3.52
  & General Multi-Index 3 Fund F Acc 73.73K 4.27 -0.46 3.24

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard Global Bond Index Fund GBP Hedged Accumul IE00B50W2R13 18.81 151.279 -0.26%
  Vanguard FTSE Dev World ex UK Equity Index Acc GB00B59G4Q73 13.57 675.68 -0.52%
  Vanguard U.K. Government Bond Index Fund GBP Acc IE00B1S75374 13.04 131.646 -0.24%
  Vanguard Global Aggregate Bond UCITS ETF GBP Hedge IE00BG47K971 12.30 24.55 +0.20%
  Vanguard U.K. Investment Grade Bond Index Fund GBP IE00B1S74Q32 7.64 96.023 -0.64%

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000TKZH Comments

Write your thoughts about Vanguard Lifestrategy 20% Equity Fund A Gross Inc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email