The Vanguard Model Portfolio Service is available through:
- 7IM
- Abrdn Wrap
- Aegon Platform
- Aegon Retirement Choices
- Aviva
- Fidelity Adviser Solutions
- Fundment
- Nucleus
- Quilter
- Transact
- Wealthtime
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® Model Portfolio?
Our LifeStrategy® Model Portfolios give your clients a globally diversified portfolio at low cost. Each LifeStrategy® Model Portfolio is made up of our own index funds.
All the funds in the model portfolio are visible on your platforms – so your client gets a full view of their investments.
We regularly monitor and maintain all the LifeStrategy® model portfolios. They are rebalanced every three months.
Five model asset mixes to choose from, from 20% equity to 100% equity.
Choose from Classic portfolios with a UK focus or Global portfolios for a more internationally diversified portfolio.
UK tilt or global exposure?
The Global portfolios invest in the UK in line with its share of global share and bond markets.
The Classic portfolios feature a higher proportion in UK equities (up to 25%) and UK bonds (up to 35%) than the Global portfolios.
Vanguard LifeStrategy® 60% Equity MPS Classic | Vanguard LifeStrategy® 60% Equity MPS Global | |
|---|---|---|
UK equities | 13.29% | 2.23% |
UK bonds | 12.08% | 2.06% |
Global equities (exc. UK) | 44.69% | 56.42% |
Global bonds (exc. UK) | 27.02% | 37.05% |
Other | 2.92% | 2.23% |
Notes: Model portfolio compositions are as at 30 June 2025. Percentage figures are rounded to the nearest tenth.
Source: Vanguard.
Save time with our Model Portfolio Services
Create an account and add our model portfolios to the platforms you use. We take care of portfolio construction so you can focus on your clients.
Client-facing document
Use this co-brandable document in your client meetings to explain the benefits and features of our LifeStrategy® model portfolios.
Vanguard's LifeStrategy® model portfolios
A client-friendly explanation of our LifeStrategy® model portfolios.
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Risk ratings for LifeStrategy® Model Portfolios
If you'd like to read more about how the LifeStrategy® range has been rated, you can access the risk ratings here:
Further information
Target Market Information
Understanding the risks
Costs and Charges
Also available as funds
Some of your clients will like seeing the details with a model portfolio but others may benefit from the simplicity of a single fund. That is why LifeStrategy® is available in both.
LifeStrategy® funds
Five choices for low-cost, uncomplicated all-in-one access to global equity and bonds.markets.
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 0.21-0.23%(2) | All-in cost of 0.22-0.23%(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.
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
