Global investment grade diversified bonds. Active strategy with high corporate bonds exposure.
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The Vanguard Group is a US-based private investment firm founded in 1975 by John Bogle, and is best known for offering low cost, uncomplicated mutual fund and ETF solutions. It manages over US$12tn worth of assets.
The Vanguard Global Credit Bond Fund is an actively managed, global diversified investment grade fixed income bonds of mainly corporate bonds (~70%) and to a lesser extent sovereign bonds from both developed and emerging countries, using top-down macro outlook combined with bottom-up credit selection. The fund aims to outperform the Bloomberg Global Aggregate Credit Index and uses the index as a benchmark reference but is not constrained by it. The fund has >1700 holdings vs index of >20000 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Vanguard Global Credit Bond Fund
This fund represents an active approach for high quality diversified bond exposures with a higher allocation to corporate bonds vs sovereign bonds. This appeals to investors looking for a global bond solution with low sovereign exposures.
SPDR Bloomberg Global Aggregate Bond UCITS ETF
Dimensional Funds PLC - World Allocation 20/80 Fund
The Dimensional World Allocation 20/80 Fund is our FAIRHORIZON Blue reference benchmark solution that has 20% global developed equities and 80% global investment grade short-to-medium maturity bonds for global high quality bonds-like returns and volatility.
This fund represents an active approach for high quality diversified bond exposures with a higher allocation to corporate bonds vs sovereign bonds. This appeals to investors looking for a global bond solution with low sovereign exposures.
The fund has generated consistent outperformance vs the benchmark index since inception and in both up- and down-market years.
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