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.

© Morningstar 2025. All Rights Reserved. The data and analyses herein do not constitute investment advice; is provided solely for informational purposes; is not an offer to buy/sell a security; and is not warranted to be correct, complete, or accurate. Morningstar is not responsible for any trading decisions, damages or losses resulting from, or related to, the data and analyses or their use. Financial Professionals: This report may not meet all applicable presentation and/or disclosure standards to which you are subject to by a regulator and may need to be supplemented with another report or additional data and/or disclosures. Review carefully before sharing this report and contact your Compliance team with any questions. The ESG-related information, methodologies, tool, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.