Vanguard

• Last update: 02/02/2020
• Inception date: 14/05/2018
• Account type: Stocks and Shares ISA UK (tax-free).
• Total Deposits: £ 46,160.3 
• Total Withdrawals: £ 0 
• Total Passive Income: £ 1,186.75 
  
• Expected annual returns: 5 %
• XIRR = 6.16 %

Holdings (ETFs)

Stocks (50%)

FTSE 100 UCITS ETF (VUKE)

Global Value Factor UCITS ETF (VVAL)

S&P 500 UCITS ETF (VUSA)

Bonds (50%)

USD Corporate Bond UCITS ETF (VUCP)

USD Corporate 1-3 year Bond UCITS ETF

USD Treasury Bond UCITS ETF (VUTY)

Vanguard Portfolio Evolution

Monthly Passive Income