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Moving to Vanguard LifeStrategy
Comments
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Saw your thread and decided to check on my LS60 fund...
-26.98% *gulp*Just my opinion, no offence 🐈0 -
VLS60 hasn;t lost that much. From peak to trough it was down 13.9%. IBlack_Cat2 said:Saw your thread and decided to check on my LS60 fund...
-26.98% *gulp*I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.4 -
My rate of return is -26.98!dunstonh said:
VLS60 hasn;t lost that much. From peak to trough it was down 13.9%. IBlack_Cat2 said:Saw your thread and decided to check on my LS60 fund...
-26.98% *gulp*
Just my opinion, no offence 🐈0 -
I would check again, as even if you bought at the fund peak mid November 2021 then you would only be down around 12%.Black_Cat2 said:Saw your thread and decided to check on my LS60 fund...
-26.98% *gulp*
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My guess is that you have owned the fund for less than a year and that the percentage you are reporting is an annualised figure.Black_Cat2 said:
My rate of return is -26.98!dunstonh said:
VLS60 hasn;t lost that much. From peak to trough it was down 13.9%. IBlack_Cat2 said:Saw your thread and decided to check on my LS60 fund...
-26.98% *gulp*
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Opened in December 2020. I paid in an additional £10,000 in August and it dropped by £818 in September! Think I'll go back to ignoring it 🙀Just my opinion, no offence 🐈0
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That is an 8.18% loss.Black_Cat2 said:Opened in December 2020. I paid in an additional £10,000 in August and it dropped by £818 in September! Think I'll go back to ignoring it 🙀I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
What do you mean by the bold bit out of interest?Sg28 said:I moved most of my funds into index trackers earlier this year. But looking at long term performance im not sure its the right strategy. Ive also been considering moving to vanguard lifestrategy.0 -
Just quoting what it says 😿Just my opinion, no offence 🐈0 -
If you move your mouse over the Vanguard Investor Personal Rate of Return it says "We use the money weighted rate of return method to calculate your % Personal return"You might find this thread interesting
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