Why choose LifeStrategy®?
Funds and model portfolios
Both built by experts – you choose which solution best suits your clients’ needs.
Highly diversified
Over 6,000 shares and bonds in each LifeStrategy® fund or Model Portfolio (1).
Low cost
From 0.20% to 0.23% across our range of LifeStrategy® funds and Model Portfolios.
Help with your client reviews
Co-brandable, client-facing documents to help in conversations with your clients.
Market commentary
Quarterly reports and webinars to review LifeStrategy® performance and the outlook for equities and bonds.
(1) Data as of 31 July 2025
What is a LifeStrategy® fund?
Our LifeStrategy® range offers a simple way to invest in the global markets, with 5 multi-asset funds to choose from.
Each LifeStrategy® fund uses Vanguard’s index funds as building blocks. So your client gets a diverse portfolio at low cost.
You just need to decide which mix of equities and fixed income best suits your client’s risk profile and investment time horizon.
We maintain the target mix of equities and bonds, so you do not have to manually monitor and rebalance your client’s portfolio.
LifeStrategy® funds have a tilt towards UK equities and bonds, helping reduce currency exposure for UK-based clients.
5 LifeStrategy® funds
Each fund has a different equity-to-bond mix. This is so you can cater to clients with different risk profiles and time horizons.
LifeStrategy® 20% Equity Fund
LifeStrategy® 40% Equity Fund
LifeStrategy® 60% Equity Fund
LifeStrategy® 80% Equity Fund
LifeStrategy® 100% Equity Fund
Client-facing documents
Use these co-brandable documents in your client meetings to explain the benefits and features of our LifeStrategy® range.
Tactical asset allocation or a LifeStrategy® Fund?
Show your clients how LifeStrategy® compares to individual asset class performance.
Vanguard LifeStrategy® funds
A client-friendly explanation of our LifeStrategy® Fund range.
On demand
LifeStrategy quarterly update – 2025: Q3
Webinar
Hear about LifeStrategy performance drivers in the quarter, a review of factors driving market returns and the future outlook for equities and bonds.
Madison McCall, Investment Product Manager, Vanguard Europe and Claire Hsu, Investment Product Specialist, Vanguard Europe
Also available as model portfolios
Some of your clients will like the simplicity of a single fund but others may benefit from a model portfolio. That’s why LifeStrategy® is available in both.
LifeStrategy® Model Portfolios
You focus on your clients while we take care of portfolio construction.
Compare LifeStrategy® funds and Model Portfolios
See how our funds and model portfolios compare to understand which might be right for your clients.
Vanguard LifeStrategy® funds | Vanguard LifeStrategy® MPS Classic | Vanguard LifeStrategy® MPS Global | |
|---|---|---|---|
Statement presentation | Single fund | Breakdown of up to 15 underlying funds | Breakdown of up to 15 underlying funds |
Portfolio rebalancing | Daily | Quarterly | Quarterly |
Costs | OCF(1) of 0.22% | All-in cost of 0.20% to 0.23%(2) | All-in cost of 0.22 % to 0.23%(2) |
Number of Risk Profiles | 5 | 5 | 5 |
Key features | • Simple, all-in-one solution | • Client holds up to 15 underlying funds within the portfolio • Rebalancing of holdings is taken care of at client account level | • Client holds up to 15 underlying funds within the portfolio • Rebalancing of holdings is taken care of at client account level |
Tilt to UK equities and bonds |
(1) As at 31 July 2025. The Ongoing Charges Figure (OCF) covers the fund manager’s costs of managing the fund. It does not include dealing costs or additional costs such as audit fees.
(2) As at 31 July 2025. All-in costs include Ongoing Charges Figures (OCF) and an annual portfolio management fee that covers the discretionary management of the managed portfolio service, ongoing oversight, and regular rebalancing of the portfolios. The portfolio management fee is exclusive of VAT and any adviser, platform, or dealing charges. The OCF covers the fund manager’s costs of managing the fund. It does not include dealing costs or additional costs such as audit fees. The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
