Vanguard Target Retirement 2040 Fund Accumulation Shares

Category Target Date 2036 - 2040

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£212.0677

arrow-down£-0.059 (-0.03%)

Fund Code

VATFA

BZ6VK78

GB00BZ6VK781

Prices updated as at 06 Jan 2025

Prices in GBP

Investment objective

The Fund’s investment objective is to achieve an increase in value and, consistent with a gradually changing investment allocation, hold investments that will pay out money for investors planning to retire in or within approximately five years after 2040. The Fund will seek to achieve its investment objective by investing more than 90% of its assets in passive funds that track an index, which are managed or operated by the ACD or its associates (“Associated Schemes”).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	Target Date 2036 - 2040
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	21.19	22.38
31 Dec 16 - 31 Dec 17	10.45	12.82
31 Dec 17 - 31 Dec 18	-3.94	-7.22
31 Dec 18 - 31 Dec 19	17.53	13.79
31 Dec 19 - 31 Dec 20	7.47	8.61
31 Dec 20 - 31 Dec 21	12.87	11.26
31 Dec 21 - 31 Dec 22	-9.13	-9.55
31 Dec 22 - 31 Dec 23	11.32	8.19
31 Dec 23 - 31 Dec 24	11.78	8.20

Trailing returns (%)

Year	This fund	Target Date 2036 - 2040
1 Day	-0.03	0.27
1 Month	-0.96	-0.72
3 Months	2.68	3.38
6 Months	4.47	4.21
1 Year	14.41	15.04
3 Years annualised	4.82	4.56
5 Years annualised	6.56	6.09

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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