The Fund aims to grow in value while gradually adopting a more conservative investment approach as 2060 approaches, designed for investors planning to retire around that time. It begins with a focus on higher-risk assets like shares, transitioning to lower-risk investments such as bonds as retirement nears.

More than 90% of the Fund is invested in passive index-tracking funds managed by the ACD or its associates, with the possibility of direct investments in shares and bonds. The Fund is actively managed through periodic rebalancing to adjust its asset allocation over time. It typically remains fully invested, holding minimal cash unless extraordinary circumstances necessitate a temporary deviation from its strategy.

Provider: Vanguard Investments UK, Limited

Fund Name: Target Retirement 2060 Fund - GBP Acc

Assets: Equities (80%), Bonds (20%)

Key Investor Information Document: Document

Risk: 5/7 according to the industry standard

Below, you can see the past performance of the fund. Please note that the past performance is not a reliable indication of future performance. Capital is always at risk.