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

£245.7207

arrow-down£-0.294 (-0.12%)

Fund Code

VATFA

BZ6VK78

GB00BZ6VK781

Prices updated as at 28 Apr 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.

Annual performance (%)

Year	This fund	Target Date 2036 - 2040
31 Mar 15 - 31 Mar 16	-	-
31 Mar 16 - 31 Mar 17	23.47	24.60
31 Mar 17 - 31 Mar 18	1.95	2.73
31 Mar 18 - 31 Mar 19	7.95	3.35
31 Mar 19 - 31 Mar 20	-5.69	-8.21
31 Mar 20 - 31 Mar 21	26.57	28.71
31 Mar 21 - 31 Mar 22	7.19	5.18
31 Mar 22 - 31 Mar 23	-2.72	-3.46
31 Mar 23 - 31 Mar 24	12.98	10.74
31 Mar 24 - 31 Mar 25	4.74	1.23
31 Mar 25 - 31 Mar 26	13.74	12.90

Trailing returns (%)

Year	This fund	Target Date 2036 - 2040
1 Day	-0.12	-0.09
1 Month	5.74	7.55
3 Months	2.54	2.88
6 Months	3.47	3.65
1 Year	20.45	25.12
3 Years annualised	11.82	12.16
5 Years annualised	7.23	6.96

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

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.