For more kinds of life
We provide a range of multi-asset solutions combining different mixes of equities and bonds. These are designed for different investment goals, time horizons and risk appetite.
The key feature that all our multi-asset solutions have in common is a strategic approach to asset allocation, meaning they target a certain level of risk and reward over the long term.
As an adviser, you can also enjoy the peace of mind that comes from knowing Vanguard is a global leader in providing multi-asset solutions for investors.
Why Vanguard for multi-asset?
More time back
Multi-asset funds and model portfolio strategies allow you to spend more time focusing on your clients, and less time configuring and managing their portfolios.
More peace of mind
You can enjoy the peace of mind that comes from knowing Vanguard is a global leader in providing multi-asset solutions for investors. With $1.75 trillion invested in our multi-asset solutions around the world, we have a proven track record of developing and managing multi-asset portfolios for investors1.
More value to clients
Low maintenance, low fees and consistent performance2 , means maximum value for your clients.
1 Source: Vanguard. Data correct as at 31 December 2023.
2 Source: Vanguard Price and Value Outcome Summary report. Fair value assessment (FVA) undertaken for Ireland-domiciled funds under Principles for Business (PRIN) as at 31 December 2023.
Save time on portfolio construction to focus on your clients
Our research suggests clients greatly value the uniquely human skills advisers offer, as well as their emotional support and guidance through sometimes difficult market conditions.
At the same time, advised clients tend to favour automation for portfolio related tasks such as asset allocation and rebalancing3.
This is the beauty of our multi-asset solutions. Once you ve decided which one suits your client s goals and appetite for risk best , you can leave some or all of the portfolio tasks to us, and focus on what they really want from you; your advice and guidance.
3 Source: Vanguard. See P. Costa and J. E. Henshaw, 2021: ‘Quantifying the investor s view on the value of human and robo advice.
Our multi-asset solutions
By spreading investments across assets with different risk and return expectations and characteristics, strategic multi-asset portfolios seek to leverage the benefits of diversification to help investors meet their long-term return objectives.
LifeStrategy® ETFs
LifeStrategy offers a simple, low-cost way to give your investors access to equity and bond markets around the world. With four different equity-to-bond ratios to choose from, you have the flexibility to suit you individual client s needs.
LifePlan model portfolio strategies
Leverage our expertise as a global leader in multi-asset solutions to save time on market-cap portfolio construction with options around using funds or ETFs.
Important risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Some funds invest in emerging markets which can be more volatile than more established markets. As a result the value of your investment may rise or fall.
Investments in smaller companies may be more volatile than investments in well-established blue chip companies.
ETF shares can be bought or sold only through a broker. Investing in ETFs entails stockbroker commission and a bid- offer spread which should be considered fully before investing.
Funds investing in fixed interest securities carry the risk of default on repayment and erosion of the capital value of your investment and the level of income may fluctuate. Movements in interest rates are likely to affect the capital value of fixed interest securities. Corporate bonds may provide higher yields but as such may carry greater credit risk increasing the risk of default on repayment and erosion of the capital value of your investment. The level of income may fluctuate and movements in interest rates are likely to affect the capital value of bonds.
The Funds may use derivatives in order to reduce risk or cost and/or generate extra income or growth. The use of derivatives could increase or reduce exposure to underlying assets and result in greater fluctuations of the Fund s net asset value. A derivative is a financial contract whose value is based on the value of a financial asset (such as a share, bond, or currency) or a market index.
For further information on risks please see the Risk Factors section of the prospectus.
Important information
This is a marketing communication.
This document is directed at professional investors and should not be distributed to, or relied upon by retail investors.
For further information on the fund's investment policies and risks, please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions. The KIID for this fund is available, alongside the prospectus.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information is general in nature and does not constitute legal, tax, or investment advice. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of shares and /or units of, and the receipt of distribution from any investment.
Vanguard Funds plc has been authorised by the Central Bank of Ireland as a UCITS and has been registered for public distribution in certain EEA countries and the UK. Prospective investors are referred to the Funds prospectus for further information. Prospective investors are also urged to consult their own professional advisers on the implications of making an investment in, and holding or disposing shares of the Funds and the receipt of distributions with respect to such shares under the law of the countries in which they are liable to taxation.
The Manager of Vanguard Funds plc is Vanguard Group (Ireland) Limited. Vanguard Asset Management, Limited is a distributor for Vanguard Funds plc.
The Manager of the Ireland domiciled funds may determine to terminate any arrangements made for marketing the shares in one or more jurisdictions in accordance with the UCITS Directive, as may be amended from time-to-time.
The Indicative Net Asset Value ( iNAV ) for Vanguard s ETFs is published on Bloomberg or Reuters. Refer to the Portfolio Holdings Policy.
For investors in Ireland domiciled funds, a summary of investor rights is available in English, German, French, Spanish, Dutch and Italian.
For Dutch investors only: The fund(s) referred to herein are listed in the AFM register as defined in section 1:107 Dutch Financial Supervision Act (Wet op het financieel toezicht). For details of the Risk indicator for each fund listed, please see the fact sheet(s) which are available from Vanguard via our website.
Issued by Vanguard Group (Ireland) Limited which is regulated in Ireland by the Central Bank of Ireland.
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