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Vanguard lowers charges on LifeStrategy range

As of 18 January 2017 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.

View our LifeStrategy funds | View our quarterly newsletter



20%

Equity fund

40%

Equity fund

60%

Equity fund

80%

Equity fund

100%

Equity fund

shorter term investing (3-5 years)

medium term investing (5+ years)

longer term investing (10+ years)

Benefits to your clients

Broad diversification
Maintains investors' exposure across all key sub-asset classes

Cost effective
A fund-of-funds structure, built using Vanguard's low-cost index funds

Regular rebalancing
Keeps the portfolio in line with your clients' investment goals

Low maintenance
Provides exposure to a consistent mix of equity and bond investments

 

Benefits to you

Diversified core investment
Broadly diversified, low-cost, static allocation portfolios could form a useful component of your investment offering

Enhancing your role as client coach
Simple, packaged portfolios may help you to help your clients avoid common behaviours that tend to reduce returns or increase risk

Serves wide variety of clients
The range of fixed allocations means you can find a fund that's appropriate for many different risk and return profiles


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.

Featured items

LifeStrategy: What advisers say
Advisers tell us what they think of the Vanguard LifeStrategy Funds

Keep it straightforward
Why the LifeStrategy funds focus on a simple, low-cost approach.

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

 Market timing or a LifeStrategy Fund?
See how the LifeStrategy 60% Equity Fund can help to deliver a smoother return for your clients.

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.

Learn more about Vanguard LifeStrategy® funds

Vanguard LifeStrategy Fund adviser brochure
A comprehensive guide for financial advisers to the Vanguard LifeStrategy family of funds

 Investing made simple
A brief, client-friendly note explaining how the funds work and what they offer

Diversified portfolio at low cost
The Vanguard LifeStrategy Funds support advisers in their business aims—and help clients achieve their life goals

Risk ratings
The LifeStrategy range has received risk mappings from a number of third parties. See how the fund range has been rated.