Balanced Bundle Fund
Updated over a week ago

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

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.

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