Total returns on £1,000 GBP 3M 6M 1Y 3Y 5Y Vanguard ESG Dev Wld All Cp Eq Idx Fund Global Large-Cap Blend Equity Morningstar category Profile and investment Fund typeOpen Ended Investment Company Investment style (stocks)Market Cap: Large ...
Of course, you could choose the Target Retirement Fund with the equity/bond mix that best suits your risk tolerance rather than your age. But do take care to check its asset allocation serves your needs as you countdown to retirement. If you go for a 50/50 split then you may not want...
Ten years ago, a LifeStrategy 100% investormighthave hoped for around 7.5% annualised over the next decade (assuming they added average long-term inflation of 2.5% to an average historical equity real return of 5%.) But expected returns were typicallymore pessimisticback then. For instance, t...
000.00 Benchmark S&P 500 TR Page 1 of 9 Analysis 03-31-2011 Asset Allocation Cash US Stocks Non-US Stocks Bonds Other Total Portfolio Net 1.01 44.82 34.83 19.07 0.26 100.00 Bmark Net 0.00 99.90 0.10 0.00 0.00 100.00 Morningstar Equity Style Box % 27 20 25 555 Total Stock Holdings 6018 ...
5Y Vanguard ESG Em Mkts All Cp Eq Idx Fd Fund Global Emerging Markets Equity Morningstar category Profile and investment Fund typeOpen Ended Investment Company Investment style (stocks)Market Cap: Large Investment Style: Blend Income treatmentAccumulation ...
I agree KTK, more drawdown info would be great. I really like the Lifestrategy option in accumulation, but in the drawdown phase I would go for a global equity index fund and U.K. gov bond fund separately so that I can take income from selling the best performing asset class in the ...
Equity Index Fund GBP AccGB00B59G4Q73:GBP +22.68% 18.94% Vanguard U.S. Equity Index Fund GBP AccGB00B5B71Q71:GBP +28.72% 18.83% Vanguard Global Bond Index Fund GBP Hedged AccIE00B50W2R13:GBP +1.64% 17.11% Vanguard FTSE U.K. All Share Index Unit Trust GBP AccGB00B3X7QG63:GBP ...
I agree KTK, more drawdown info would be great. I really like the Lifestrategy option in accumulation, but in the drawdown phase I would go for a global equity index fund and U.K. gov bond fund separately so that I can take income from selling the best performing asset class in the ...