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Vanguard Asset Management – LifeStrategy 20% Equity Fund

Vanguard Asset Management – LifeStrategy 20% Equity Fund

Type: Oeic

Aim: Income and/or growth by investing in equities and bonds through passive index-tracking investment funds

Minimum investment: Lump sum £100,000 for direct investment through Vanguard or set by adviser platforms

Investment split: 20% global equities, 80% fixed income

Charges: Annual 0.29%

Commission: None

Tel: 0800 917 5508


A head start

A couple discover they have the option to overdraw on their pension fund in early retirement

Openwork appoints Nucleus co-founder Philip Martin as director

Openwork has appointed Philip Martin as marketing and propositions director. Martin (pictured) was one of the founders of IFA-owned wrap Nucleus and joins Openwork from F&C Investments where he was proposition director. He will be responsible for the development of Openwork’s key propositions as well as marketing communications. Openwork chief executive Mary-Anne McIntyre says: “Philip […]

More QE in February, says Capital Economics

Economic research consultancy Capital Economics believes the Bank of England’s Monetary Policy Committee will initiate another round of quantitative easing in February next year. The committee first initiated a £75bn bond purchasing programme on March 5, 2009. This most recent change to the size of the programme, on November 5, 2009, was an increase of […]

NAPF takes VAT battle to Europe court

The National Association of Pension Funds is mounting a legal challenge against HM Revenue & Customs in the European Court of Justice to challenge whether defined-benefit pension funds should be charged VAT on investment management services. DB pension funds pay an estimated £100m a year in VAT. The NAPF, together with Ford’s UK pension scheme […]


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