Willis Owen Research Commentary

The fund was launched in the UK in 2011, to replicate a longstanding and successful strategy in the US. Fees are kept low low by use of Vanguards own index tracker funds and asset allocation between shares and bonds is tightly managed in the 80:20% range. Within shares element the UK:Overseas split is 25:75% while for bonds the split is 30:70%. The bond exposure has a bias to Government bonds which offer the best diversification from shares. Exposure to shares will have a concentration in larger, more liquid stocks. Over the long term cumulative performance has been very strong against the peer group.

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