Vanguard LifeStrategy 40% Equity A Acc (FUND:B3ZHN96) - Fund price


Fund Report

Vanguard LifeStrategy 40% Equity Fund A Acc

Morningstar Rating™ (Relative to Category) 30/11/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderately Cautious AllocationClick here to see our Methodology
3-YearHighAbove Average5 Stars
5-YearHighAbove Average5 Stars
10-Year--Not Rated
OverallHighAbove Average5 Stars
Modern Portfolio Statistics 30/11/2019
 Standard Index
Morningstar UK Moderately Cautious
Best Fit Index
Cat 50%Barclays StlAgg TR&50%FTSE Wld TR
3-Yr R-Squared72.0597.03
3-Yr Beta0.760.77
3-Yr Alpha1.73-0.26
Return/Risk Analysis 30/11/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation5.194.465.04
3-Yr Mean Return10.406.126.46
Sharpe Ratio1.771.221.15
Sortino Ratio---
Positive Months92238
Negative Months31422
Worst Month-1.82-2.20-3.08
This analysis was written for a different share class of this fund. The performance and fee structure of this class may vary from that referenced in the analysis.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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