shorter term investing (3-5 years)
medium term investing (5+ years)
longer term investing (10+ years)
Benefits to your clients
Maintains investors' exposure across all key sub-asset classes
A fund-of-funds structure, built using Vanguard's low-cost index funds
Keeps the portfolio in line with your clients' investment goals
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
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.
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.
A client-focused statement with an overview of markets and key investor takeaways.
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
Diversified portfolio at low cost
The Vanguard LifeStrategy Funds support advisers in their business aims—and help clients achieve their life goals
The LifeStrategy range has received risk mappings from a number of third parties. See how the fund range has been rated.