Search is currently unavailable
U.S. Investment Grade Credit Index Fund

U.S. Investment Grade Credit Index Fund - Institutional Plus GBP Hedged Acc (VANUGHA)

About this fund

Fund objectives

  • The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Bloomberg Global Aggregate USD Credit Float Adjusted Bond Index (the “Index”).
  • The Index is a market-weighted index of U.S. dollar-denominated Investment grade fixed-income securities with maturities greater than one year and a minimum issue size of USD 300 million, but excluding certain sectors as set out below. The Index includes securities issued by global corporates, securitised, and government-related/supranational entities, but excludes U.S. Treasuries and certain securitised sectors and issues as defined by the Index provider.
  • The Fund attempts to: 1. Track the performance of the Index by investing through physical acquisition in a portfolio of securities that, insofar as possible and practicable, consists of a representative sample of the component securities of the Index. 2. Remain fully invested except in extraordinary market, political or similar conditions where the Fund may temporarily depart from this investment policy to avoid losses.

Fund facts

Share class inception
08 Sept 2016
Minimum initial investment
£100,000,000.00
Investment structure
Irish UCITS
Share Class Assets'
Total Assets
Risk indicator
Strategy
Index
Asset Class
Bond
Domicile
Ireland
Tax status
Italy and United Kingdom reporting
Dividend schedule
Currency
GBP
Index ticker
H23047GB
Benchmark
Bloomberg Global Aggregate USD Credit Float Adjusted Bond Index in GBP
Investment manager

Vanguard Global Advisers, LLC
U.S. Bond Index Team

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

Performance

Risk and Volatility

As at 31 Jul 2026

Beta
Annualized Tracking Error
1 year
3 years
5 years

Please note Beta and R-squared data will only display for funds with 3 full years of history.

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

Portfolio data

Characteristics
FundamentalsFundBenchmarkAs at
Number of bonds 6,938 14,249 31 Jul 2026
5.4% 5.4% 31 Jul 2026
4.7% 4.5% 31 Jul 2026
9.3 Years 9.3 Years 31 Jul 2026
A A 31 Jul 2026
5.9 Years 5.9 Years 31 Jul 2026
Cash Investment 0.1% 31 Jul 2026
Market allocation

As at 31 Jul 2026

CountryRegionFundBenchmarkVariance +/-
United States of AmericaNorth America 63.61% 62.95% 0.66%
SupranationalOther 3.87% 3.97% -0.10%
CanadaNorth America 3.56% 3.65% -0.09%
United KingdomEurope 3.13% 3.31% -0.18%
JapanPacific 2.31% 2.37% -0.06%
Saudi ArabiaEmerging Markets 2.06% 2.03% 0.03%
FranceEurope 1.96% 1.90% 0.06%
GermanyEurope 1.94% 2.01% -0.07%
MexicoEmerging Markets 1.43% 1.40% 0.03%
AustraliaPacific 1.35% 1.49% -0.14%
United Arab EmiratesEmerging Markets 1.23% 1.22% 0.01%
ChinaEmerging Markets 1.22% 1.42% -0.20%
South KoreaPacific 1.05% 1.03% 0.02%
IndonesiaEmerging Markets 0.93% 0.89% 0.04%
ItalyEurope 0.68% 0.56% 0.12%
Distribution by credit quality (% of funds)

As at 31 Jul 2026

Distribution by credit issuer (% of funds)

As at 31 Jul 2026

Distribution by credit maturity (% of funds)

As at 31 Jul 2026

Holdings details

As at 31 Jul 2026

Holding name% of market valueMarket valueFace amountCoupon/YieldMaturity date
United States Treasury Note/Bond 0.25833% £3,584,739.31 3,586,000 4.25% 31 Jul 2028
Eagle Funding Luxco Sarl 0.12412% £1,722,404.88 1,725,000 5.50% 17 Aug 2030
Sopaipilla Investor LLC 0.11017% £1,528,704.75 1,475,000 7.53% 30 Nov 2048
CVS Health Corp 0.10909% £1,513,850.41 1,523,000 4.30% 25 Mar 2028
United States Treasury Note/Bond 0.10758% £1,492,865.63 1,615,000 4.75% 15 Feb 2056
Barclays PLC 0.10214% £1,417,280.54 1,375,000 7.39% 02 Nov 2028
Wells Fargo & Co 0.09655% £1,339,831.06 1,358,000 4.84% 20 May 2032
Amazon.com Inc 0.09496% £1,317,749.43 1,340,000 4.00% 13 Mar 2029
Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc 0.09294% £1,289,740.59 1,475,000 4.90% 01 Feb 2046
T-Mobile USA Inc 0.08828% £1,224,949.28 1,275,000 3.88% 15 Apr 2030

Prices and distribution

Prices

NAV Price (GBP)
£113.52
GBP
Change
-£0.10-0.09%
At closure 11 Sept 2026
NAV 52-week high
£116.70
At closure 12 Sept 2026
NAV 52-week low
£113.45
At closure 12 Sept 2026
NAV 52-week difference
£3.24
Change
+2.78%
At closure 12 Sept 2026
Historical Prices

-

Inception date

08 Sept 2016

Date NAV (GBP)
11 Sept 2026 £113.5220
10 Sept 2026 £113.6265
09 Sept 2026 £114.3183
08 Sept 2026 £114.9241
07 Sept 2026 £114.5913
04 Sept 2026 £114.5433
03 Sept 2026 £114.5518
02 Sept 2026 £114.4422
01 Sept 2026 £114.4002
31 Aug 2026 £114.7396

Distribution history

Distribution frequency

Historical performance 31 Mar 2026

4.52%

All dividends are reinvested for the "Accumulation" shares.

Purchase information

Currency

Base currency:GBP

Fund codes

  • Bloomberg:VANUGHA
  • Citi:NDWK
  • ISIN:IE00BD07TS20
  • MEX ID:VIXXR
  • SEDOL:BD07TS2