Vanguard reduces fees on LifeStrategy range

18 January 2017 | Portfolio construction


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Today we have reduced the ongoing charges figure (OCF) on the LifeStrategy Fund range, from 0.24% per annum to 0.22% per annum. This price reduction reflects Vanguard’s ongoing commitment to lower the cost of investing in the UK and give investors the best chance for investment success.

Vanguard LifeStrategy® funds are a family of five portfolios with different levels of potential risk and return. They offer diversified blends of equities and bonds, professionally managed and regularly rebalanced, built using Vanguard's low-cost index funds. The funds embody our four investing principles of creating clear goals, developing a suitable asset allocation to meet those goals, minimising cost and maintaining long-term discipline. We believe that these principles give investors the best chance of success.

This is the third time that we have reduced the charges on our LifeStrategy fund range since their launch in June 2011, as we continue to use our growing scale to lower the cost of investing.

Read the press release

Important information

This document is designed for use by, and is directed only at persons resident in the UK.

The material contained in this document is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information in this document is general in nature and does not constitute legal, tax, or investment advice. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of shares of, and the receipt of distribution from any investment.

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Some funds invest in emerging markets which can be more volatile than more established markets. As a result the value of your investment may rise or fall.

Some funds invest in securities which are denominated in different currencies. Movements in currency exchange rates can affect the return of investments.

Investments in smaller companies may be more volatile than investments in well-established blue chip companies.

The Vanguard LifeStrategy®Funds may invest in exchange traded fund (ETF) shares.

Funds investing in fixed interest securities carry the risk of default on repayment and erosion of the capital value of your investment and the level of income may fluctuate. Movements in interest rates are likely to affect the capital value of fixed interest securities. Corporate bonds may provide higher yields but as such may carry greater credit risk increasing the risk of default on repayment and erosion of the capital value of your investment. The level of income may fluctuate and movements in interest rates are likely to affect the capital value of bonds.

The fund(s) may invest in financial derivative instruments that could increase or reduce exposure to underlying assets and result in greater fluctuations of the fund’s Net Asset Value. Some derivatives give rise to increased potential for loss where the fund’s counterparty defaults in meeting its payment obligations.

The Authorised Corporate Director for Vanguard LifeStrategy®Funds ICVC is Vanguard Investments UK, Limited. Vanguard Asset Management, Limited is a distributor of Vanguard LifeStrategy®Funds ICVC.
For further information on the fund’s investment policy, please refer to the Key Investor Information Document ("KIID"). The KIID and the Prospectus for these funds is available from Vanguard via our website https://global.vanguard.com/.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.

© 2017 Vanguard Asset Management, Limited. All rights reserved.



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