WELCOME

The LifeStrategy funds are a range of simple, low-cost portfolios with different blends of equities and bonds. You can choose from five diversified portfolios, giving you a range of potential risk and return options for clients. With an OCF of just 0.22%, your clients get to keep more of their returns, making it easier for you to help them reach their goals.

The funds recently passed their seventh anniversary and we’re delighted with the results they’ve delivered for investors. Take a look at the latest quarterly fund update.

Key benefits:

  • Globally diversified portfolios made up of Vanguard’s passive funds
  • Five risk profiles to suit all investors
  • A simple, sophisticated solution with daily monitoring and rebalancing
  • OCF of 0.22% across the fund range

Find out more about each fund

shorter term investing (3-5 years)
medium term investing (5+ years)
longer term investing (10+ years)

Want to see more of our funds?  View all multi-asset funds


More about the funds

Risks

The value of equities and bonds can be affected by factors such as stock market movements, interest rates, credit spreads and volatility. Other driving factors include political, economic news, company earnings and significant corporate events. Movements in currency exchange rates can adversely affect the return of your investment.

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

Related items

LifeStrategy: Why it's elementary
Webinar explaining why a core holding in LifeStrategy® supports investor goals in all market environments.

Quarterly newsletter
A client-focused statement with an overview of markets and key investor takeaways.

Contact us

For adviser support and business enquiries:

 0800 917 5508

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