Balanced fund (stocks and bonds) Fund facts . Returns for periods longer than 1 year are annualised. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to bonds and 20% to The Fund seeks to hold investments that will pay out money and increase in value through a portfolio comprising approximately 80% shares and 20% bonds and other similar fixed income investments.The Fund gains exposure to shares and bonds and other similar fixed income investments by investing more than 90% of its assets in Vanguard passive funds that track an index (âAssociated Schemesâ). The latest fund information for Vanguard LifeStrategy 40% Equity A Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Find out more. Vanguard LifeStrategy Income Fund Fact Sheet Author: Vanguard Subject: This is a quarterly publication of Fund Performance material for the LifeStrategy Income Fund Keywords: Tear Sheet, Fact Sheet, Mutual Fund, Vanguard, Vangaurd, LifeStrategy Income Fund Created Date: 1/21/2010 9:48:41 AM The products are structured as funds-of-funds, charging only weighted averages of the expense ratios associated with the underlying index funds.. LifeStrategy funds are cheap by any reasonable standard. Risk level . Fact sheet | 30 September 2020 Vanguard LifeStrategy Conservative Fund Notes A Past performance is not an indication of future performance. Vanguard LifeStrategy Income Fund seeks to provide current income and some capital appreciation. See Vanguard LifeStrategy Income Fund (VASIX) mutual fund ratings from all the top fund analysts in one place. Fact sheet | December 31, 2019 . Total net Expense ratio Ticker Inception Fund Five globally diversified blends, one low-cost packade, rebalanced daily. Vanguard LifeStrategy® Income Fund . Vanguard LifeStrategy funds can meet a range of investors' needs. VASIX | A complete Vanguard LifeStrategy Income Fund;Investor mutual fund overview by MarketWatch. the Vanguard LifeStrategy Income Fund (Investor Class Shares), a mutual fund (Fund). That's why as you add more equities to the Vanguard LifeStrategy funds the volatility increases from 4% for the "20% Equity" fund to 13% for the "100% Equity" fund. The Vanguard LifeStrategy Funds are lifecycle offerings, providing investors with a variety of highly diversified all-in-one portfolios. Learn more about VWINX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Elementary investing. View mutual fund news, mutual fund market and mutual fund interest rates. Fund gross returns are before management fees and taxes, but Vanguard LifeStrategy Income Fund Investor Shares Return Before Taxes 12.05% 4.45% 5.18% Return After Taxes on Distributions 10.88 3.40 4.11 Return After Taxes on Distributions and Sale of Fund Shares 7.20 3.01 3.70 Comparative Indexes (reflect no deduction for fees, expenses, or taxes) B Returns assume reinvestment of all distributions. Investment Objective & Strategy The investment seeks current income and some capital appreciation. Here is a diagram showing the gradual increase in risk from the 20% Equity fund to the 100% Equity Fund.