The Balanced Bundle Fund aims for income and growth with a portfolio comprising approximately 60% shares and 40% bonds and similar fixed-income investments. It achieves exposure through Vanguard passive funds and direct investments. Holdings include shares of UK and non-UK companies, including emerging markets, Sterling, and non-Sterling bonds. The Fund typically remains fully invested but may hold minimal cash in exceptional market conditions.
Provider: Vanguard Investments UK, Limited
Fund Name: LifeStrategy® 60% Equity Fund (VGLS60A)
Assets: Shares 60%, Bonds 40%
Key Investor Information Document: Document
Risk: 4/7 according to the industry standard
Investment Goal: Long-term, 5 years or more
Below, you can see the past performance of the fund. Please note that the past performance is not a reliable indication of future performance. Capital is always at risk.
