Morningstar

Vanguard Balanced ETF Portfolio VBAL

Performance

Growth of 10,000

Returns

Price

Cost Illustration

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
20.97 21.07
Sovereign Sustainability Score
12.50 12.58
Low Carbon Designation

No Designation

Carbon Risk Score
8.94

Strategy

The Fund seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities. The Fund may do so either directly or indirectly through investment in one or more Underlying Funds. In seeking to achieve its investment objective (under normal market conditions), the sub-advisor of Vanguard Balanced ETF Portfolio will strive to maintain a long-term strategic asset allocation of equity (approximately 60%) and fixed income (approximately 40%) securities. The portfolio asset mix may be reconstituted and rebalanced from time to time at the discretion of the sub-advisor.

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