Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. here to help. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2020. Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Morningstar Analyst Rating Analyst rating as of Feb 27, 2020. © 2020 Morningstar. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Loyalty bonuses paid on funds in ISAs and SIPPs are unaffected, and they remain tax-free. LifeStrategy® 40% Equity Fund - Accumulation (GBP) For more information in relation to the Vanguard European MiFID Template (EMT) and supporting documents click here. HMRC believes that from April 2013 rebates of annual charges (such as loyalty bonuses) paid on funds held in nominee accounts, such as our Fund & Share Account, should be subject to income tax. Vanguard LifeStrategy 40% Equity Fund is an open-end fund incorporated in the United Kingdom. We currently have a very modest portfolio, as follows: 1. Information correct as at 30 September 2020. You should independently check data before making any investment decision. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2020. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day. If loyalty bonuses are taxable then the value of our ongoing saving to you could be reduced, depending on the rate of tax you pay. Please remember loyalty bonuses received on funds held in the Vantage ISA or Vantage SIPP are exempt from tax. Sources: Vanguard and Morningstar, Inc., as of December 31, 2019. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). If we are successful in our challenge we will return this money to clients. The tax that could be payable on this loyalty bonus, and therefore the value of this saving to you, is shown below. date, HL guide to fund prices, savings and yields, HL Guide to fund prices, savings and yields, Please also read the Key Investor Information Document (KIID), Vanguard FTSE Developed World ex-U.K Equity Index GBP, Vanguard FTSE U.K. All Share Index Unit Trust GBP, Vanguard U.K. Inflation-Linked Gilt Index GBP, Vanguard U.K Investment Grade Bond Index GBP, Vanguard Euro Government Bond Index GBP Hedged Acc, Register for online This data is provided by Funds Library. Tax rules can change and benefits depend on individual circumstances. The To invest in , you'll need to have an account. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. More Mixed Investment 20-60% Shares funds ». Data delayed at least 15 minutes, as of Nov 11 2020. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. Industry averages exclude Vanguard. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Add this security to watchlist, portfolio, or create an alert to track market movement. Newsroom articles are published by leading news wellbeing and our community we're Where these charges do exist they are included within the variable ongoing costs in the, Additional benefits for larger portfolios, Doing Business with Fidelity document (incorporating the Fidelity Client Terms). wellbeing and our community we're More Mixed Investment 20-60% Shares funds ». The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. FE fundinfo Crown Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Our website offers information about investing and saving, but not personal advice. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. FT is not responsible for any use of content by you outside its scope as stated in the. Use interactive charts for the Vanguard LifeStrategy 40% Equity Accumulation Fund to plot performance against equities, sectors, indices and other funds. Past performance is no guarantee of future results. All Rights Reserved. Our website offers information about investing and saving, but not personal advice.