Vanguard FTSE 100 UCITS ETF · LSE:VUKE
Vanguard FTSE 100 UCITS ETF — Vanguard Global Equity Fund — Investor Presentation (March 2024)
15 slides from Vanguard FTSE 100 UCITS ETF's investor presentation, Mar 31, 2024
Slide 1: Q1 2024 Update: Global Equity Fund
Vanguard Q1 2024 Update Global 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 use by, and
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 Equity Fund
Vanguard Global Equity Fund Analyst-Driven %: 100% What the fund seeks to achieve Data Coverage %: 100% The 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 shares of companies which may be located
Slide 7: Performance since inception
Vanguard Global Equity Fund Performance since inception (GBP accumulation shares) 310 Vanguard Global Equity Fund IA Global FTSE All World Net Tax (UK UCITS) Index in GBP Rebased to 100 260 210 160 110 60 May-16 Oct-16 Mar-17 Aug-17 Jan-18 Jun-18 Nov-18 Apr-19 Sep-19 Feb-20 Jul-20 Dec-20 May-21 Oct-
Slide 8: Performance comparison: rolling return percentiles
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 5-year rolling return percentile vs IA Global Oct-20
Slide 9: The power of multiple fund managers
Vanguard Global Equity Fund The power of multiple fund managers 2016 2017 2018 2019 2020 2021 2022 2023 Excess return (%) (3-month cumulative returns) Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Breakdown of each fund manage
Slide 10: Performance analysis
Vanguard Global 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 Apple Inc. 0.0 3.4 -10.0 0.8 NVIDIA Corporation 0.9 2
Slide 11: Country weightings
Vanguard Global Equity Fund Country weightings Country Top 5 overweight (%) Fund allocation (%) Benchmark allocation (%) United Kingdom +2.5 6.0 3.6 Hong Kong +2.3 2.8 0.5 Ireland +2.1 2.2 0.1 Netherlands +1.3 2.5 1.2 Sweden +0.8 1.6 0.8 Country Top 5 underweight (%) Fund allocation (%) Benchmark al
Slide 12: Sector weightings
Vanguard Global 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 (%) Industrials +3.5 16.7 13.2 Consumer Discretionary +3.0 16.8 13.
Slide 13: Top 10 holdings
Vanguard Global Equity Fund Top 10 holdings Company name Fund (%) Amazon.com Inc. 2.1 Alphabet Inc. 2.1 Meta Platforms Inc. 1.9 Microsoft Corp. 1.8 Martin Marietta Materials Inc. 1.8 CRH plc 1.8 Taiwan Semiconductor Manufacturing Co. Ltd. 1.7 Ryanair Holdings plc 1.6 Elevance Health Inc. 1.6 Moody's
Slide 14: 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 15: 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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