Vanguard Fund - Questions

TheBunting

bigsy wrote: »

I'm not sure what you've been comparing over a 10 year period. The UK Vanguard LS funds only started in mid-2011.

It was a 3 year period, my mistake. I screenshot tee the chart but don't know how to post it here off my iPad

Thanks for the feedback everyone. A bit of mixed opinions. Exactly what I mean, MyFolio II is a low risk portfolio, I am looking for something with higher (accepting there are risks). I think I am gonna go for it when the tax year ends. :beer:

Ryan_Futuristics

TheTracker wrote: »

Not what I meant. A vanguard global tracker changes its representation continually based on global cap. If US share drops from 50% to 25% over 20 years the tracker will continually balance the representation as part of its product description.

The global index does that, but Vanguard would also need to shuffle their fixed allocations (which are a larger part of the portfolio, and seem very underweight Asia considering it's half the world by GDP)

Even without the tilting, the global index and bond index are above their averages - and mean reversion's presumably only going to take them one way