VLS80 vs 100 & 60

dont_use_vistaprint

Why does the 80% equities option do so well & outperform both the sixty & hundred, I find it hard to find information about what stocks it invest in.

What are some other funds with similar performance to this over the last 12 months, three years and five years

dunstonh

Equities are a growth asset.  Bonds are a defensive asset.      Real terms growth comes from the Equities portion.   Therefore the greater the equity content, the greater the return when looking at growth periods.



And the opposite order in a negative period:

What are some other funds with similar performance to this over the last 12 months, three years and five years

The VLS classic range has not been the strongest in terms of past performance.   The VLS global range has been better, but it is not available to you.  (global doesnt have the home bias that classic does).

VLS100 is the odd one out in the range and you cannot compare it to other multi-asset funds. It needs to be compared to global trackers, most of which would have performed better due to higher US equities.   Had VLS100 existed a decade earlier, then it would have outperformed global trackers in that period.

Aidanmc

dont_use_vistaprint said:

Why does the 80% equities option do so well & outperform both the sixty & hundred, I find it hard to find information about what stocks it invest in.

What are some other funds with similar performance to this over the last 12 months, three years and five years

The LS 80 is built on a collection of 14 different funds and etf's
To find share allocation you would have to look at the portfolio data in each of those funds/etf



HSBC Global Strategy Dynamic Portfolio would have similar performance.

dont_use_vistaprint

Aidanmc said:

dont_use_vistaprint said:

Why does the 80% equities option do so well & outperform both the sixty & hundred, I find it hard to find information about what stocks it invest in.

What are some other funds with similar performance to this over the last 12 months, three years and five years

The LS 80 is built on a collection of 14 different funds and etf's
To find share allocation you would have to look at the portfolio data in each of those funds/etf



HSBC Global Strategy Dynamic Portfolio would have similar performance.

According to the data within interactive investor VLS 80 is significantly out performing HSBC global strategy over one three and five years



VLS80 15.62%, 45.84%, 62.12%
HSBC GS C ACC  11.82%, 36.41%, 43.22%

dont_use_vistaprint

dunstonh said:

Equities are a growth asset.  Bonds are a defensive asset.      Real terms growth comes from the Equities portion.   Therefore the greater the equity content, the greater the return when looking at growth periods.



And the opposite order in a negative period:

What are some other funds with similar performance to this over the last 12 months, three years and five years

The VLS classic range has not been the strongest in terms of past performance.   The VLS global range has been better, but it is not available to you.  (global doesnt have the home bias that classic does).

VLS100 is the odd one out in the range and you cannot compare it to other multi-asset funds. It needs to be compared to global trackers, most of which would have performed better due to higher US equities.   Had VLS100 existed a decade earlier, then it would have outperformed global trackers in that period.

do you mean it’s not available on the UK platforms like H&L, Vanguard, ii etc. i guess it will be available through HSBC jersey usd account  ?

Aidanmc

Maybe you looking at HSBC GS Balanced?

topyam

Aidanmc said:

Maybe you looking at HSBC GS Balanced?

Is it weighted 80 20 too

dunstonh

do you mean it’s not available on the UK platforms like H&L, Vanguard, ii etc. i guess it will be available through HSBC jersey usd account  ?

It's available via IFAs on IFA platforms, and some other countries have a global version, but it's not available directly to consumers in the UK.

Aidanmc

topyam said:

Aidanmc said:

Maybe you looking at HSBC GS Balanced?

Is it weighted 80 20 too

Seems to be around 80/20

Eyeful

OP this may be of interest to you:
https://monevator.com/passive-fund-of-funds-the-rivals/