Vanguard Target Retirement 2040 Fund Accumulation Shares

Vanguard Target Retirement 2040 Fund Accumulation Shares
Vanguard Investments UK, Limited
Open Ended Investment Company
Mixed Investment 40-85% Shares
0.24 %
Risk Rating
3 Year Sharpe
0 %
Not Benchmarked
The Fund’s investment objective is to achieve capital growth and, consistent with a gradually changing asset allocation, income returns for investors planning to retire in or within approximately five years after 2040.
Holding %
Vanguard FTSE Dev Wld ex UK Eq Idx Acc 18.98 %
Vanguard Global Bond Index GBPH Acc 17.45 %
Vanguard US Equity Index Acc 16.31 %
Vanguard FTSE U.K. All Shr Idx UT Acc 13.97 %
Vanguard Emerg Mkts Stk Idx GBP Acc 5.95 %
Vanguard FTSE North America UCITS ETF 5.62 %
Vanguard FTSE Dev Eurp ex UK Eq Idx Acc 5.11 %
Vanguard FTSE 100 UCITS ETF 4.80 %
Vanguard UK Govt Bd Idx GBP Acc 4.67 %
Vanguard Japan Stock Index GBP Acc 3.02 %
Region %
United States 46.58 %
United Kingdom 22.85 %
Eurozone 7.37 %
Japan 6.38 %
Sector %
Financial Services 15.70 %
Technology 14.22 %
Healthcare 13.74 %
Consumer Defensive 10.50 %
Consumer Cyclical 9.97 %
Industrials 9.84 %
Communication Services 9.09 %
Basic materials 5.25 %
Energy 5.09 %
Vanguard Investments UK, Limited
EC4N 8AF, London, United Kingdom
Legal Structure
Open Ended Investment Company


Not Disclosed
Joined 12/17/2015

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.