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LifeStrategy® funds

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Five choices for low-cost, uncomplicated access to global equity and bond markets.

We took a stand for investment value in 1975. Ever since, we have stayed true to four guiding principles that we believe create the foundations of investment success:

LifeStrategy funds embody every one of these principles. In one single fund, investors can access a globally diversified portfolio of equities and bonds for an OCF of 0.22%1 per year. All you have to do is decide which of the five risk profiles best suits your client, ranging from 20% to 100% equity allocation.

Over 45 years*

LifeStrategy funds are the result of a long history of index and multi-asset investing, which has been driving value for investors since 1975.

£740 billion*

In balanced solutions globally. Vanguard launched its first LifeStrategy fund in 1994, and has grown to become a leading provider of multi-asset funds around the world.
*Source Vanguard. Data as of December 14, 2020

Value to investors

We believe investment companies should manage their funds exclusively in the interest of their investors. This is the only way to be truly aligned with your investors.

Sean Hagerty, Managing Director, Vanguard Europe

LifeStrategy in brief

Individuality

Five risk profiles are based on different equity and bond weightings.

Costs

With an annual OCF of 0.22%1, LifeStrategy funds offer low cost access to global markets.

Global diversification

Up to 7,000 individual securities ensures broad diversification across equity and bond markets.

Discover our LifeStrategy multi-asset-funds

LifeStrategy® 20% Equity Fund

Total Assets

As at 30 Apr 2021

£2.24 B

OCF

0.22%

LifeStrategy® 40% Equity Fund

Total Assets

As at 30 Apr 2021

£7.61 B

OCF

0.22%

LifeStrategy® 60% Equity Fund

Total Assets

As at 30 Apr 2021

£11.81 B

OCF

0.22%

LifeStrategy® 80% Equity Fund

Total Assets

As at 30 Apr 2021

£6.02 B

OCF

0.22%

LifeStrategy® 100% Equity Fund

Total Assets

As at 30 Apr 2021

£3.07 B

OCF

0.22%

More information

Risk ratings

The LifeStrategy range has received risk mappings from a number of third parties. If you'd like to read more about how the fund range has been rated, you can access the risk mappings here:

Important notes

This document is directed at professional investors and should not be distributed to, or relied upon by retail investors.

This document is designed for use by, and is directed only at persons resident in the UK.

The material contained in this document is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information in this document is general in nature and does not constitute legal, tax, or investment advice. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of [units/shares] of, and the receipt of distribution from any investment.

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

The Authorised Corporate Director for Vanguard LifeStrategy Funds ICVC is Vanguard Investments UK, Limited. Vanguard Asset Management, Limited is a distributor of Vanguard LifeStrategy Funds ICVC.

For further information on the fund’s investment policy, please refer to the Key Investor Information Document (“KIID”). The KIID and the Prospectus for this fund is available from Vanguard via our website https://global.vanguard.com/.

The names of the third party organisations and service provides detailed above are provided to prospective investors for reference purposes only. Vanguard Asset Management, Limited makes no representations or warranties as to the suitability or appropriateness of the services they may provide, neither is it a recommendation or advice to use them. Vanguard Asset Management, Limited is not responsible for the content of any external websites accessed from www.vanguard.co.uk.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.

© 2021 Vanguard Asset Management, Limited. All rights reserved.

Important risk information:

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

For further information on risks please see the “Risk Factors” section of the prospectus on our website.