Vanguard Target Retirement 2015 Fund Accumulation SharesRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.9 | 5.4 | -9.1 | 8.2 | 2.0 | |
+/-Cat | -1.9 | 6.6 | -3.7 | 3.6 | 2.4 | |
+/-B’mrk | - | - | - | - | - | |
Category: Target Date 2016 - 2020 | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 24/04/2024 | GBP 148.21 | |
Day Change | -0.15% | |
Morningstar Category™ | Target Date 2016 - 2020 | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00BZ6VHV15 | |
Fund Size (Mil) 24/04/2024 | GBP 8.30 | |
Share Class Size (Mil) 24/04/2024 | GBP 8.30 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.24% |
Investment Objective: Vanguard Target Retirement 2015 Fund Accumulation Shares |
The Fund’s investment objective is to hold investments that will pay out money and have some increase in value for investors planning to retire in or within approximately five years after 2015. The Fund will seek to achieve its investment objective by investing more than 80% of its assets in passive funds that track an index, which are managed or operated by the ACD or its associates. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Michael Roach 30/04/2023 | ||
Walter Nejman 30/04/2023 | ||
Click here to see others | ||
Inception Date 17/12/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Morningstar EEA Fund Tgt D 2011-2015 TR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vanguard Target Retirement 2015 Fund Accumulation Shares | 31/03/2024 |
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