Vanguard FTSE 100 UCITS ETF · LSE:VUKE
Vanguard FTSE 100 UCITS ETF — Vanguard Active U.K. Equity Fund — Investor Presentation (March 2024)
12 slides from Vanguard FTSE 100 UCITS ETF's investor presentation, Mar 31, 2024
Slide 1: Q1 2024 Update: Active U.K. Equity Fund
Vanguard Q1 2024 Update Active U.K. Equity Fund Andy Surrey Active Lead, UK Distribution Afolabi Thomas ; Product M Anal This document is directed at professional investors and should not nvestment Product Management Analyst be distributed to, or relied upon by retail investors. This document is des
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 Active U.K. Equity Fund overview
Vanguard Active U.K. Equity Fund overview Analyst-Driven %: 10% What the fund seeks to achieve Data Coverage %: 55% Vanguard Active U.K. Equity Fund seeks to provide an increase in the value of investments over the long-term (more than 5 years). The Fund is an active fund investing primarily in shar
Slide 7: Performance since inception
Vanguard Active U.K. Equity Fund Performance since inception (GBP accumulation shares) Vanguard Active U.K. Equity Fund IA UK All Companies FTSE All-Share Index in GBP 140 Rebased to 100 130 120 110 100 90 80 70 60 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 Jan-21 Apr-21 Jul-21 Oct-21 Jan-22 Apr-22 Jul-22 O
Slide 8: Performance analysis
Vanguard Active U.K. Equity Fund Performance analysis Top contributors 3-month (%) Top detractors 3-month (%) Portfolio Bench 3-month Portfolio Bench 3-month Company name weight weight return Total effect Company name weight weight return Total effect 4imprint Group Plc 4.2 0.1 38.7 1.1 Rolls-Royce
Slide 9: Sector weightings
Vanguard Active U.K. 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 Discretionary +10.3 22.8 12.5 Technology +7.2 8.6
Slide 10: Top holdings
Vanguard Active U.K. Equity Fund Top 10 holdings Company name Fund (%) 4imprint Group plc 4.1 Games Workshop Group plc 3.6 Experian plc 3.5 Shell plc 3.4 Auto Trader Group plc 3.2 AstraZeneca plc 3.1 Wise plc 2.6 Standard Chartered plc 2.4 GSK plc 2.3 Renishaw plc 1.8 Source: Vanguard as at 31 March
Slide 11: 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. Investments in smaller companies may be more volatile than investments in well-establis
Slide 12: 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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