Vanguard has launched a new actively managed global minimum volatility fund, the Vanguard Global Minimum Volatility Fund.
The fund offers two low-cost share classes — Investor Shares and Admiral Shares.
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According to Vanguard, the new equity fund seeks to provide long-term capital appreciation with lower volatility relative to the global equity markets.
Unlike a traditional active fund that seeks to outperform the market on an absolute basis, this fund is constructed to offer broad market exposure with a lower degree of share price fluctuations, Vanguard added.
Vanguard’s Equity Investment Group will be the sole manager of the fund. The group oversees more than US$17.7 billion in active quantitative equity fund assets and serves as investment advisor to 12 actively managed Vanguard equity funds.
The fund is expected to invest approximately half of its assets in foreign company stocks and approximately half of its assets in US company stocks, and to use forward currency contracts to hedge most of its non-US positions to the US dollar.
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By GlobalDataThe fund’s Investor Shares will have an estimated expense ratio of 0.30% and require a minimum initial investment of US$3,000, and the Admiral Shares will have an estimated expense ratio of 0.20% and require a minimum initial investment of US$50,000.
