NAV Price ()
Number of holdings
Risk Indicator

About this fund

Fund facts

Share class inception
08 gru 2020
Minimum initial investment
Investment structure
Irish UCITS
Share Class Assets'
Total Assets
Strategy
Active
Asset Class
Multi-Asset
Domicile
Ireland
Dividend schedule
Co pół roku
Currency
EUR
Investment manager
Register countries
Szwajcaria, Szwecja, Wielka Brytania, Jersey, C.I., Holandia, Belgia, Hiszpania, Austria, Finlandia, Włochy, Liechtenstein, Luksemburg, Niemcy, Irlandia, Portugalia, Dania, Francja, Guernsey, C.I., Wyspa Man and Norwegia

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Performance

Portfolio data

ETF broker's basket of securities

As at 08 gru 2025

Base currency: EUR

Listed currencies: EUR

Name Quantity
Vanguard EUR Corporate Bond UCITS ETF 164
Vanguard EUR Eurozone Government Bond UCITS ETF 990
Vanguard FTSE All-World UCITS ETF 314
Vanguard FTSE Developed World UCITS ETF 384
Vanguard FTSE Emerging Markets UCITS ETF 74
Vanguard Global Aggregate Bond UCITS ETF 1897
Vanguard U.K. Gilt UCITS ETF 223
Vanguard USD Corporate Bond UCITS ETF 413
Vanguard USD Treasury Bond UCITS ETF 1382
Allocation to underlying Vanguard funds

As at 30 wrz 2025

Percentage
FTSE All-World UCITS ETF (USD) Accumulating 19,39%
Global Aggregate Bond UCITS ETF EUR Hedged Accumulating 19,16%
FTSE Developed World UCITS ETF (USD) Accumulating 18,83%
USD Treasury Bond UCITS ETF EUR Hedged Accumulating 15,07%
EUR Eurozone Government Bond UCITS ETF (EUR) Accumulating 10,14%
USD Corporate Bond UCITS ETF EUR Hedged Accumulating 9,72%
EUR Corporate Bond UCITS ETF (EUR) Accumulating 3,66%
FTSE Emerging Markets UCITS ETF (USD) Accumulating 2,16%
U.K. Gilt UCITS ETF EUR Hedged Accumulating 1,85%

Total allocation percentages shown may not equal 100% due to rounding

Asset allocation

As at 31 paź 2025

Percentage
Bond 59,20%
Stock 40,80%

Prices and distribution

Prices

NAV Price (EUR)
26,48 €
Change
+0,01 €0,02%
At closure 05 gru 2025
NAV 52-week high
26,62 €
At closure 06 gru 2025
NAV 52-week low
23,94 €
At closure 06 gru 2025
NAV 52-week difference
2,68 €
Change
+10,06%
At closure 06 gru 2025
Historical Prices

-

Inception date

08 gru 2020

Listing date

10 gru 2020

Date NAV (EUR) Market price (EUR)
05 gru 2025 26,4816 € 26,5200 €
04 gru 2025 26,4750 € 26,4350 €
03 gru 2025 26,4735 € 26,4550 €
02 gru 2025 26,4721 € 26,4600 €
01 gru 2025 26,4237 € 26,4600 €
28 lis 2025 26,5443 € 26,4950 €
27 lis 2025 26,5224 € 26,5550 €
26 lis 2025 26,5209 € 26,5200 €
25 lis 2025 26,4347 € 26,4000 €
24 lis 2025 26,3404 € 26,3450 €

Distribution history

Distribution frequency

Co pół roku

Historical performance 31 paź 2025

2,73%

TypeDistribution amount (per unit)Ex-dividend dateRegistration datePayable date
Income 0,3588 € 19 cze 2025 20 cze 2025 02 lip 2025
Income 0,3664 € 12 gru 2024 13 gru 2024 27 gru 2024
Income 0,3609 € 13 cze 2024 14 cze 2024 26 cze 2024
Income 0,3014 € 14 gru 2023 15 gru 2023 27 gru 2023
Income 0,3246 € 15 cze 2023 16 cze 2023 28 cze 2023
Income 0,2395 € 15 gru 2022 16 gru 2022 28 gru 2022
Income 0,2547 € 16 cze 2022 17 cze 2022 29 cze 2022
Income 0,1938 € 16 gru 2021 17 gru 2021 29 gru 2021
Income 0,2755 € 17 cze 2021 18 cze 2021 30 cze 2021

Purchase information

Currencies and stock exchanges

Listed currencies: EUR

Base currency: EUR

Exchanges: Deutsche Boerse, Borsa Italiana S.p.A., NYSE Euronext - Amsterdam

Fund codes

  • Ticker iNav Bloomberg: IV40DEUR
  • Exchange ticker: VNGD40
  • Bloomberg: VNGD40 IM
  • ISIN: IE00BMVB5N38
  • MEX ID: VRAAAP
  • Reuters: VNGD40.MI
  • SEDOL: BN2YCH1
  • Ticker iNav Bloomberg: IV40DEUR
  • Bloomberg: V40D NA
  • Exchange ticker: V40D
  • ISIN: IE00BMVB5N38
  • Reuters: V40D.AS
  • SEDOL: BN7J5B6
  • Ticker iNav Bloomberg: IV40DEUR
  • Exchange ticker: VNGD40
  • Bloomberg: VNGD40 IM
  • ISIN: IE00BMVB5N38
  • Reuters: VNGD40.MI
  • SEDOL: BN2YCH1
  • Ticker iNav Bloomberg: IV40DEUR
  • Bloomberg: V40D GY
  • Exchange ticker: V40D
  • ISIN: IE00BMVB5N38
  • Reuters: V40D.DE
  • SEDOL: BN2YCG0