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BNY Multi-Asset Balanced or Vanguard SustainableLife 80-90
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David Locke
Posted: 28 May 2024 14:04:22(UTC)
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Trying to decide between these two funds. Similar equity/bond exposure, VG is passive, BNY active. Normally I'd go passive but feel like BNY is providing more equity diversification (the VG is 80% developed world index) and an active hand guiding bond selection seems like an area where active really could add value. Appreciate thoughts, thanks.
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Guest on 28/05/2024(UTC)
Isaac J
Posted: 28 May 2024 17:08:30(UTC)
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Just a note that Vanguard SustainableLife is very much active. Wellington has the mandate for it.

https://www.vanguardinve...mulation/portfolio-data

It has around 80 holdings and is underweight the US, technology and consumer discretionary, and overweight the UK and Japan (and by virtue of being underweight tech is overweight the other sectors).

You may be thinking of LifeStrategy which use index funds.
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David Locke on 29/05/2024(UTC)
David Locke
Posted: 29 May 2024 02:06:39(UTC)
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Thanks for the info - I was looking at the benchmark!
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Bob Macondale
Posted: 29 May 2024 16:36:24(UTC)
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David,

The attached link below might be useful if you are considering the actively managed vanguard sustainable life fund as it scores highly on the Morningstar assessment.

I added a couple of multi asset funds along the lines of a 60/40 allocation last year. I ended up splitting this between the above vanguard sustainable fund 60-70 equity and the BNY multi asset balanced. I suspect there might be an argument for deciding on one but in the end I felt seeing as one had a sustainable slant and the other didn’t there was some logic to simply going 50/50 between the two. Both seemed to have out performed the vanguard non actively managed fund with a similar equity/bond allocation when I last looked.

https://lt.morningstar.c...2F1c6qh1t6k9default.aspx
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4 users thanked Bob Macondale for this post.
Newbie on 29/05/2024(UTC), David Locke on 29/05/2024(UTC), AlanT on 30/05/2024(UTC), Al W on 17/06/2024(UTC)
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