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  • bee October 2017
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Vanguard Taps Experience And Expertise Of Wellington To Manage New Global Balanced Funds

FYI: Vanguard today launched two actively managed global balanced funds: Global Wellington Fund and Global Wellesley Income Fund. Vanguard, which manages $800 billion in multi-asset class portfolios, has appointed long-time investment advisory partner Wellington Management Company LLP to manage the new funds.
Regards,
Ted
https://pressroom.vanguard.com/news/Press-Release-Vanguard-Taps-Experience-And-Expertise-Of-Welllington-To-Manage-New-Global-Balanced-Funds-101817.html

Comments

  • beebee
    edited October 2017
    Thanks @Ted and @TheShadow for bringing these funds and this article to the board.

    I came across another article (I linked below) back in May, but in light of these funds introduction I thought it was worthy of re-posting. The article looks at using an single open ended mutual fund as the sole source for a 4% withdrawal rate in retirement.

    VWINX was one of the funds research and the winner of the back test.

    Just wondering if MFOers feel that a globally managed fund like Global Wellesley might serve a similar role in a retirement distribution strategy?

    Article:
    long-term-growing-income-open-end-mutual-fund-possible

    MFO discussion on VWINX:
    https://mutualfundobserver.com/discuss/discussion/33358/vwinx
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