EN DE
FairHorizont Blau
B4-A

Vanguard Global Credit Bond Fund

Global investment grade diversified bonds. Active strategy with high corporate bonds exposure.

Über den Fonds

Daten zum

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.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

Vanguard Global Credit Bond Fund

Ann. Rendite (3 J.):
6.31%
Ann. Rendite (5 J.):
1.62%
Ann. Rendite (10 J.):
Ann. Standardabweichung (5 J.):
6.50%

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.

Benchmark-Renditen

SPDR Bloomberg Global Aggregate Bond UCITS ETF

Ann. Rendite (3 J.):
4.21%
Ann. Rendite (5 J.):
0.73%
Ann. Rendite (10 J.):
Ann. Standardabweichung (5 J.):
4.82%
Link zum Fonds-FairSheet

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Allocation 20/80 Fund

Ann. Rendite (3 J.):
7.83%
Ann. Rendite (5 J.):
3.72%
Ann. Rendite (10 J.):
Ann. Standardabweichung (5 J.):
4.13%
Link zum Fonds-FairSheet

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.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET  Vanguard Global Credit Bond Fund  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

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.

Performance

The fund has generated consistent outperformance vs the benchmark index since inception and in both up- and down-market years.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-18.96%
Erholungsperiode
957 Tage

Diversifizierung

Bonitätsrating

  • Aaa1.38%
  • Aa10.22%
  • A26.12%
  • Baa37.88%
  • Ba7.33%
  • B0.87%
  • Caa0.16%
  • Others16.03%

Sektoren

  • Corporate74.29%
  • Government-Related17.01%
  • Treasury7.65%
  • Securitized0.87%
  • Others0.18%

Geographie

  • U.S.A.45.91%
  • Australia7.88%
  • United Kingdom5.94%
  • Germany5.02%
  • Netherlands3.46%
  • France2.33%
  • Italy2.29%
  • Hungary1.71%
  • Austria1.69%
  • Mexico1.59%
  • Japan1.56%
  • Others20.62%

Häufig gestellte Fragen

What is the Vanguard Global Credit Bond Fund?
The Vanguard Global Credit Bond Fund is a actively managed fund in the Global Bonds asset class, managed by Vanguard. Global investment grade diversified bonds. Active strategy with high corporate bonds exposure.
What is the Vanguard Global Credit Bond Fund's FairHorizon classification?
Das Family Office classifies this fund as FairHorizon Blue, meaning it is suitable for investors with a 2–4 years investment horizon. conservative bond-heavy allocation
What is the total expense ratio (TER) of the Vanguard Global Credit Bond Fund?
The Vanguard Global Credit Bond Fund has a total expense ratio of 0.35% per annum. The maximum recommended portfolio share is 100%.
What is the ISIN of the Vanguard Global Credit Bond Fund?
The ISIN of the Vanguard Global Credit Bond Fund share class tracked by Das Family Office is IE00BYV1RD15.
What are the historical returns of the Vanguard Global Credit Bond Fund?
As of the most recent month-end, the Vanguard Global Credit Bond Fund has delivered 3-year annualised total return of 6.31%, 5-year annualised total return of 1.62%. Past performance is not indicative of future results.
Is the Vanguard Global Credit Bond Fund accumulating or distributing?
The tracked share class (Acc USD (H)) is Accumulating — income is automatically reinvested into the fund.
When was the Vanguard Global Credit Bond Fund launched?
The Vanguard Global Credit Bond Fund was incepted on 2017-09-14.