Our multi-asset solutions are tailored to various different needs, but they also have a few things in common: They are backed by over 45 years of experience in index and multi-asset investing, and they are based on our four investing principles. All our multi-asset solutions take a goal-oriented, disciplined approach, offering clients a balanced investment at a low cost.
We have been working for investors since 1975. Throughout this time, we have remained true to four basic principles that we believe are the foundation of successful asset management: clear goals, diversification, low costs and discipline.
LifeStrategy ETFs embody these basic principles of successful investment. With just one ETF, investors gain access to a globally diversified portfolio of equities and bonds – for a management fee of just 0.25%1. All you have to do is decide which of the four risk profiles–based on portfolios with equity shares of 20% to 80% – best suits your client.
Four ETF portfolios with different weightings of bonds and equities for different risk-return expectations.
An attractive OCF/TER of 0.25%.
Over 8,800 individual stocks from all over the world provide broad diversification and allow us to exploit global opportunities.
1 Source Vanguard. Data as of February 16th, 2021. The OCF/TER (ongoing charge figure/ total expense ratio) covers the fund manager’s costs of managing the fund. It does not include dealing costs or additional costs such as audit fees.
LifeStrategy funds are the result of a long history of index and multi-asset investing, which has been driving value for investors since 1975.
Vanguard launched its first US ETF in 2001 and has since become one of the world’s leading providers of ETFs.
*Source: Vanguard, as of June 2022
Investment companies should manage their funds solely in the interest of investors. This avoids conflicts of interest.