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You are here: Manager factsheet

Vanguard Equity Index Group
Vanguard Group (Ireland) Limit, Vanguard Investments UK Limite
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Vanguard Equity Index Group
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Vanguard Equity Index Group

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Vanguard Equity Index Group 18.5 4.3 -2.7 15.8 6.8 11.5 1.9 14.0 18.4 2.4
Peer Group Composite 15.6 3.5 -6.2 14.5 6.7 10.3 -0.7 14.2 13.9 2.6
Over / Under 2.9 0.8 3.5 1.3 0.1 1.2 2.6 -0.2 4.5 -0.2
Performance vs peer group composite: Vanguard Equity Index Group
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Vanguard Global Stock Index Lead manager FO Equity - International since Aug 04 1998 to present
Vanguard European Stock Index Lead manager FO Equity - Europe inc UK since Sep 14 1998 to present
Vanguard US500StockIdx Lead manager FO Equity - USA since Nov 04 1998 to present
Vanguard Eurozone Stock Index Lead manager FO Equity - Europe ex UK since Oct 25 2001 to present
Vanguard Japan Stock Index Lead manager FO Equity - Japan since Oct 22 2003 to present
Vanguard Emerging Markets Stock Index Lead manager FO Equity - Emerging Markets since Jun 07 2006 to present
Vanguard FTSE Developed Europe ex-UK Equity Index Lead manager UT Europe Excluding UK since Jun 23 2009 to present
Vanguard FTSE Developed World ex-UK Equity Index Lead manager UT Global since Jun 23 2009 to present
Vanguard FTSE UK Equity Income Index Lead manager UT UK Equity Income since Jun 23 2009 to present
Vanguard US Equity Index Lead manager UT North America since Jun 23 2009 to present
Vanguard FTSE U.K. All Share Index Unit Trust Lead manager UT UK All Companies since Dec 04 2009 to present
Vanguard Global Small-Cap Index Lead manager FO Equity - International since Dec 10 2009 to present
Vanguard ESG Developed European Index Lead manager FO Equity - Europe inc UK since Jun 29 2010 to present
Vanguard ESG Developed World All Cap Equity Index Lead manager FO Equity - Ethical since Feb 07 2011 to present
Vanguard LifeStrategy 100% Equity Lead manager UT Global since Jun 23 2011 to present
Vanguard LifeStrategy 20% Equity Lead manager UT Mixed Investment 0-35% Shares since Jun 23 2011 to present
Vanguard LifeStrategy 40% Equity Lead manager UT Mixed Investment 20-60% Shares since Jun 23 2011 to present
Vanguard LifeStrategy 60% Equity Lead manager UT Mixed Investment 40-85% Shares since Jun 23 2011 to present
Vanguard LifeStrategy 80% Equity Lead manager UT Mixed Investment 40-85% Shares since Jun 23 2011 to present
Vanguard US Equity Index Common Contractual Lead manager FO Equity - USA since Dec 19 2011 to present
Vanguard FTSE Developed World Common Contractual Lead manager FO Equity - International since Feb 05 2015 to present
Vanguard Target Retirement 2025 Lead manager UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2030 Lead manager UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2035 Lead manager UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2040 Lead manager UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2045 Lead manager UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2050 Lead manager UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2055 Lead manager UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2015 Co-managed UT Mixed Investment 20-60% Shares since Dec 17 2015 to present
Vanguard Target Retirement 2020 Co-managed UT Mixed Investment 40-85% Shares since Dec 17 2015 to present
Vanguard FTSE Developed World ex UK Common Contractual Lead manager FO Equity - International since Mar 07 2016 to present
Vanguard FTSE Developed Europe ex UK Common Contractual Lead manager FO Equity - Europe ex UK since Mar 27 2016 to present
Vanguard FTSE 100 Index Unit Trust Lead manager UT UK All Companies since Nov 08 2016 to present
Vanguard FTSE Global All Cap Index Lead manager UT Global since Nov 08 2016 to present
Vanguard Pacific ex-Japan Stock Index Lead manager FO Equity - Asia Pacific ex Japan since Oct 24 2017 to present
Vanguard Target Retirement 2060 Lead manager UT Mixed Investment 40-85% Shares since Dec 05 2017 to present
Vanguard Target Retirement 2065 Lead manager UT Mixed Investment 40-85% Shares since Dec 05 2017 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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