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BlendedLife Dynamic 20% Equity MPS

BlendedLife Dynamic 20% Equity MPS

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About this model portfolio

Fund objectives

The Vanguard BlendedLife Dynamic 20% Equity MPS seeks long-term capital growth (5 years or more) through a globally diversified portfolio of active and passive funds across equities, bonds, and a fixed allocation to cash. The 20% target equity exposure may increase or decrease by up to 5%. The portfolio follows a dynamic asset allocation approach, informed by Wellington Management’s investment views.

Portfolio facts

Inception
16 Dec 2025
Asset Class
Multi-Asset
Currency
GBP

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

Total returns

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Portfolio data

Asset allocation

As at 31 Aug 2026

Percentage
Equity 21.87%
Bond 75.89%
Cash 2.19%
Other 0.05%

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

Weighted equity exposures exclude any temporary cash investments and equity index derivatives. Some short-term fixed income securities are classified as cash and are excluded from the weighted bond exposures.

Allocation to underlying funds

As at 31 Aug 2026

Percentage
Vanguard U.S. Government Bond Index Fund 24.50%
Vanguard Global Credit Bond Fund 12.47%
Vanguard Euro Government Bond Index Fund 10.78%
Vanguard Japan Government Bond Index Fund 8.74%
Vanguard U.S. Equity Index Fund 6.55%
Vanguard U.S. Investment Grade Credit Index Fund 6.31%
Vanguard Global Strategic Bond Fund 4.50%
Vanguard U.K. Government Bond Index Fund 3.54%
Vanguard Emerging Markets Bond Fund 3.28%
Vanguard Emerging Markets Stock Index Fund 2.88%
Pzena Value Funds plc - Pzena US Large Cap Value Fund 2.66%
Vanguard Global Emerging Markets Fund 1.82%
MFS Meridian Funds - Continental European Equity Fund 1.74%
PGIM Jennison US Growth Fund 1.60%
Vanguard Euro Investment Grade Bond Index Fund 1.60%
Baillie Gifford Overseas Growth Funds ICVC-Baillie Gifford American Fund 1.06%
Lazard Japanese Strategic Equity Fund 0.94%
Vanguard Pacific ex-Japan Stock Index Fund 0.81%
Vanguard Japan Stock Index Fund 0.77%
Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund 0.69%
Vanguard FTSE U.K. All Share Index Unit Trust 0.26%
Schroder Prime UK Equity Fund 0.25%
Vanguard U.K. Investment Grade Bond Index Fund 0.25%
Cash 2.00%

Total allocation percentages shown may not equal 100% due to rounding

Distribution by credit quality (% of models)

As at 31 Aug 2026

Credit ratings are displayed to two decimal places, for values less than 0.005% they will display as zero.

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

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

©2026 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.