Vanguard LifeStrategy 60% Equity A Acc

Willis Owen Research Commentary

The fund was launched in the UK in 2011, to replicate a longstanding and successful strategy in the US. Asset allocation between shares and bonds is tightly managed in the 60%:40% range and the fund is rebalanced daily to keep this ratio constant. Oversight of this fund is managed by a Vanguard committee whom review allocations annually and take a prudent and restrained approach to both asset allocation and portfolio construction. The fund invests in Vanguard’s own highly regarded and liquid passive funds to minimise costs.

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