Key stats
About VANGUARD BALANCED PORTFOLIO ETF UNIT
Expense ratio
0.24%
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Inception date
Jan 25, 2018
VBAL aims for capital appreciation by actively targeting a long-term strategic allocation of 60/40 in equities and fixed income respectively. The fund invests in Vanguard ETFs that provides global, broad-based exposure to equity and fixed income markets. The portfolio may be reconstituted and rebalanced at the discretion of the Sub-advisor. The funds sibling fund VGRO has 80% equity exposure, VCNS has 40% equity exposure, and VCIP has 20% equity exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF100.00%
Top 10 holdings
Dividends
Dividend payout history