Why choose Vanguard?

  • Our low-cost approach can help you make the most of your clients’ money.

     

  • We’ve been taking a stand for investors since we were founded in 1975.

     

  • We have a long history of active management, pioneered index investing and offer a wide range of ETFs.

     

Read more about Vanguard
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Hello, this is an h2. Bosh!

Emerging markets may have spent the past few years lurking in the shadows, but they are beginning to edge back into the spotlight, judging by our latest deep dive into the funds professional investors are holding.

This week’s look at our proprietary database, reveals that the most commonly held emerging market fund is Artemis SmartGARP Global Emerging Markets, which is currently owned by nine allocators. 

Close behind is the Vanguard Emerging Markets Stock Index Fund, held by eight allocators.

Check out our fund

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Risk attitude is a complex area, and risk profiling isn't an exact science.
But a well-designed risk profiling tool can assist in financial planning.

How it works

To determine your clients' risk profile simply:

  1. Download or print the questionnaire below
  2. Send to your client to complete and return
or
  1. Click the start button below
  2. Enter your client's details and questionnaire answers
  3. View, analyze and print the results to share with your client
Read more about the methodology behind the tool

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*Some PDF readers have the option to store user information. Please disable caching and auto-complete before filling out this form on a public machine.

Enter questionnaire answers into the tool

This tool is designed to support and enhance, not replace, the 'know your client' process. It should not be thought of as a substitute for a suitability test or a recommendation to buy or sell any specific investment product.

This tool is for the sole use of financial advisors in starting a discussion with clients. The information in this tool does not constitute legal, tax or investment advice from The Vanguard Group. You must not, therefore, rely on the content of this tool when making any investment decisions.

Enter details

Enter your client's responses into the tool below to generate a report that suggests a risk profile based on their answers.

Answers are mapped to one of five risk categories, ranging from low to high risk.

Adviser information

Client information

Risk questionnaire

Enter your client's responses into the tool below to generate a report that suggests a risk profile based on their answers.

Answers are mapped to one of five risk categories, ranging from low to high risk.

Attitude to risk questions

Questions 1 and 2 are used to determine whether investments or savings are a more suitable option for an investor.
  1. This is a required field
  2. This is a required field

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Client information

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Risk profile

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Any comments entered will display in the PDF report. Please note, there is a 2,500 character limit. Special characters are not permitted.

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Please download and print the results to share them with your client.
The PDF will appear in separate browser where you can save it to your computer or print it.

Please click "Close" to end your session, or "Re-enter answers" if you would like to start over.

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If you invested...
 
£20,000 in a LifeStrategy Fund:
£50,000 in a LifeStrategy Fund:
Account fee
£4 a month (£48 a year)
0.15% (£75 a year)
Average fund management cost
0.26% (£52 a year)
0.26% (£52 a year)
Estimated total cost of investing
£100 a year
£205 a year

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Stoimy po stronie inwestorów od 1975 roku

W 1975 roku założyciel firmy John C. Bogle uruchomił pierwszy fundusz indeksowy dla inwestorów indywidualnych.

Dzięki temu uzyskali oni dostęp do szeroko zróżnicowanych, przejrzystych i efektywnych kosztowo inwestycji dla każdego.

Fundusze indeksowe stały się normą dla milionów inwestorów na całym świecie. Dołącz do milionów innych osób na całym świecie, które inwestują w swoją przyszłość z Vanguard.

Nasza misja: Zapewnić wszystkim inwestorom najlepsze szanse na sukces inwestycyjny.

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24 July 202424 Jul 202410am GMT

LifeStrategy Quarterly update

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