Vanguard FTSE 100 UCITS ETF · LSE:VUKE
Vanguard FTSE 100 UCITS ETF — Vanguard Global Sustainable Equity Fund — Investor Presentation (March 2024)
14 slides from Vanguard FTSE 100 UCITS ETF's investor presentation, Mar 31, 2024
Slide 1: Q1 2024 Update
Vanguard Q1 2024 Update Global Sustainable Equity Fund 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
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 Global Sustainable Equity Fund Overview
Vanguard Global Sustainable Equity Fund Overview Analyst-Driven %: 100% Data Coverage %: 100% • The fund is sub-advised by Wellington Management Company Product details Share class name ISIN OCF1 • The fund’s objective is to provide an increase in value of investments over the long-term, through a c
Slide 7: Performance since inception
Vanguard Global Sustainable Equity Fund Performance since inception (GBP accumulation shares) 130 Vanguard Global Sustainable Equity Fund IA Global FTSE All World Net Tax (UK UCITS) Index in GBP Rebased to 100 120 110 100 90 80 70 60 Dec-21 Feb-22 Apr-22 Jun-22 Aug-22 Oct-22 Dec-22 Feb-23 Apr-23 Jun
Slide 8: Performance analysis
Vanguard Global Sustainable 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 3.4 -10.0 0.8 NVIDIA Corpo
Slide 9: Country weightings
Vanguard Global Sustainable Equity Fund Country weightings Country Top 5 overweight (%) Fund allocation (%) Benchmark allocation (%) Netherlands +9.1 10.3 1.2 Spain +5.3 6.0 0.7 France +4.1 6.9 2.8 United Kingdom +4.0 7.6 3.6 Singapore +3.2 3.5 0.3 Country Top 5 underweight (%) Fund allocation (%) B
Slide 10: Sector weightings
Vanguard Global Sustainable 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 (%) Consumer Staples +6.6 12.0 5.4 Industrials +5.7 18.
Slide 11: Top 10 holdings
Vanguard Global Sustainable Equity Fund Top 10 holdings Company name Fund (%) Microsoft Corp. 5.9 Deere & Co. 4.4 Cisco Systems Inc. 3.8 DSM-Firmenich AG 3.5 Recruit Holdings Co. Ltd. 3.4 Texas Instruments Inc. 3.4 DBS Group Holdings Ltd. 3.4 Taiwan Semiconductor Manufacturing Co. Ltd. 3.4 Visa Inc.
Slide 12: Leveraging Wellington's corporate access for effective engagement
Leveraging Wellington’s corporate access for effective engagement Engagements by topic Engagements by topic Class % Long term corporate strategy G 28.1 Social Capital/resource allocation G 25.8 Governance Governance/compensation/succession planning G 9.0 Executive compensation G 3.4 Number of Board
Slide 13: 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 14: Important information
Important information This 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 investment d
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