Vanguard FTSE 100 UCITS ETF · LSE:VUKE
Vanguard FTSE 100 UCITS ETF — Vanguard — Investor Presentation (March 2024)
17 slides from Vanguard FTSE 100 UCITS ETF's investor presentation, Mar 31, 2024
Slide 1: Q1 2024 Update: SustainableLife Fund Range
Vanguard Q1 2024 Update SustainableLife Fund Range Perry Marsden National Active Investment Specialist Madison McCall Investment Product Manager This document is directed at professional investors and should not be distributed to, or relied upon by retail investors. This document is designed for use
Slide 2: Equity market performance
Equity market performance Vanguard
Slide 3: Equity market returns
Equity market returns Previous quarter equity index returns in GBP (%) 11.6 9.8 8.8 3.6 3.3 US equities Developed equities Global equities UK equities Emerging markets Past performance is not a reliable indicator of future results. Source: Vanguard, data shows 3 months to 31 March 2024. Index return
Slide 4: Leadership was consistent across developed, emerging and UK markets
Leadership was consistent across developed, emerging and UK markets Quarterly sector returns in GBP (%) FTSE Developed Index FTSE All-World Emerging Index FTSE All-Share Index Technology 14.18 9.66 3.43 Financials 11.43 1.51 3.81 Energy 10.00 9.25 4.23 Industrials 9.82 3.97 10.25 Consumer Discretion
Slide 5: Fund performance and characteristics
Fund performance and characteristics
Slide 6: Vanguard SustainableLife fund range
Vanguard SustainableLife fund range A choice of three funds for a diversified core portfolio Vanguard SustainableLife Vanguard SustainableLife Vanguard SustainableLife 40–50% Equity Fund 60–70% Equity Fund 80–90% Equity Fund Analyst-Driven %: 10% Analyst-Driven %: 10% Analyst-Driven %: 10% Data Cove
Slide 7: 40-50% Equity Fund performance since inception
Vanguard SustainableLife 40-50% Equity Fund Performance since inception (GBP accumulation shares) 110 Vanguard SustainableLife 40-50% Equity Fund IA Mixed Investment 20-60% Shares SustainableLife 40-50% Equity Composite Index 105 Rebased to 100 100 95 90 85 80 75 70 65 60 Dec-21 Feb-22 Apr-22 Jun-22
Slide 8: 60-70% Equity Fund performance since inception
Vanguard SustainableLife 60-70% Equity Fund Performance since inception (GBP accumulation shares) 220 Vanguard SustainableLife 60-70% Equity Fund IA Mixed Investment 40-85% Shares SustainableLife 60-70% Equity Composite Index Rebased to 100 200 180 160 140 120 100 80 60 May-16 Oct-16 Mar-17 Aug-17 J
Slide 9: Performance comparison
Percentile Percentile 75 50 25 75 50 25 0 0 100 100 May-21 May-19 Jun-19 Jun-21 Jul-19 Aug-19 Jul-21 Sep-19 Aug-21 Oct-19 Nov-19 Sep-21 Dec-19 Jan-20 Oct-21 Feb-20 Nov-21 Mar-20 Apr-20 Dec-21 May-20 Jun-20 Jan-22 Jul-20 Aug-20 Feb-22 Sep-20 Mar-22 Oct-20 Nov-20 Apr-22 Dec-20 Past performance is not
Slide 10: 80-90% Equity Fund performance since inception
Vanguard SustainableLife 80-90% Equity Fund Performance since inception (GBP accumulation shares) Vanguard SustainableLife 80-90% Equity Fund IA Flexible Investment SustainableLife 80-90% Equity Composite Index 130 Rebased to 100 120 110 100 90 80 70 60 Dec-21 Feb-22 Apr-22 Jun-22 Aug-22 Oct-22 Dec-
Slide 11: 60-70% Equity Fund Performance analysis
Vanguard SustainableLife 60-70% Equity Fund Performance analysis Top contributors 3-month (%) Top detractors 3-month (%) Portfolio Bench 3-month Total Portfolio Bench 3-month Total Company name weight weight return effect Company name weight weight return effect Apple Inc. 0.0 3.8 -10.0 0.9 NVIDIA C
Slide 12: 60-70% Equity Fund Country weightings
Vanguard SustainableLife 60-70% Equity Fund Country weightings Country Top 5 overweight (%) Fund allocation (%) Benchmark allocation (%) United Kingdom +5.4 9.3 3.9 France +4.5 7.5 3.0 Japan +3.5 10.6 7.0 Switzerland +2.3 4.7 2.4 Taiwan +1.9 1.9 0.0 Country Top 5 underweight (%) Fund allocation (%)
Slide 13: 60-70% Equity Fund Sector weightings
Vanguard SustainableLife 60-70% Equity Fund Sector weightings Country and sector allocations are a result of bottom-up, fundamental analysis and valuation-sensitive philosophy Sector Over/under weighting (%) Fund allocation (%) Benchmark allocation (%) Financials +4.4 18.0 13.6 Utilities +4.0 6.7 2.
Slide 14: 60-70% Equity Fund Top holdings
Vanguard SustainableLife 60-70% Equity Fund Top 10 holdings Company name Fund (%) AstraZeneca plc 1.6 Microsoft Corp. 1.6 TotalEnergies SE 1.5 Cisco Systems Inc. 1.5 Johnson & Johnson 1.5 Chubb Ltd. 1.5 Novartis AG 1.5 Merck & Co. Inc. 1.4 American Express Co. 1.4 JPMorgan Chase & Co. 1.3 Source: Va
Slide 15: Leveraging Wellington's corporate access for effective engagement
Leveraging Wellington’s corporate access for effective engagement Percentage of holdings engaged in 2023 Engagements by topic (SustainableLife 60-70% Equity Fund) (SustainableLife 60-70% Equity Fund) Q1-23 Q2-23 Q3-23 Q4-23 Environment 78 96 63 128 Social 139 129 82 136 Number of Governance 690 784
Slide 16: Investment risk information
Investment risk information The value of investments, and the income from them, may fall or rise and investors may get back less than they invested. Past performance is not a reliable indicator of future results. Some funds invest in emerging markets which can be more volatile than more established
Slide 17: Important information
Important information This document is directed at professional investors and should not be distributed to, or relied upon by retail investors. For further information on the fund's investment policies and risks, please refer to the prospectus of the UCITS and to the KIID before making any final inv