Vanguard Target Retirement 2020 Fund Accumulation SharesRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.7 | 7.8 | -9.5 | 9.0 | 2.8 | |
+/-Cat | -1.2 | 9.0 | -4.1 | 4.4 | 3.2 | |
+/-B’mrk | - | - | - | - | - | |
Category: Target Date 2016 - 2020 | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 24/04/2024 | GBP 162.51 | |
Day Change | -0.12% | |
Morningstar Category™ | Target Date 2016 - 2020 | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BZ6VJ593 | |
Fund Size (Mil) 24/04/2024 | GBP 72.69 | |
Share Class Size (Mil) 24/04/2024 | GBP 72.69 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.24% |
Investment Objective: Vanguard Target Retirement 2020 Fund Accumulation Shares |
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 2020. 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 2016-2020 TR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vanguard Target Retirement 2020 Fund Accumulation Shares | 31/03/2024 |
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