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

£240.3173

arrow-down£-2.622 (-1.08%)

Fund Code

VATFA

BZ6VK78

GB00BZ6VK781

Prices updated as at 06 Mar 2026

Prices in GBP

Investment objective

The Fund seeks to provide a return on your investment (through an increase in the value of, and income received from, assets held by the Fund) over the long-term (5 years or more) for investors planning to retire in or within approximately five years after 2040.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Michael Roach, Walter Nejman, Aurélie Denis, Roger Aliaga-Diaz
	247.97
	194.42
Fund comparative index	IA Mixed Investment 40-85% Shares
	Mixed Investment 40-85% Shares
	-
	0.24
	0.04
	0.00
	Target Date 2036 - 2040
	No
Fund provider	Vanguard Investments UK, Limited
Share class launch date	17 Dec 2015
	£570.27m
	-
	1.86
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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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