Wellington, Vanguard and Blackstone Launch Anticipated Interval Funds for Individual Investors
Wellington Management, Vanguard, and Blackstone have launched the first two interval funds from their high-profile collaboration, aimed at giving individual investors simplified access to portfolios combining public and private markets. The funds are the WVB All Markets Fund, which blends Wellington's active equities, Vanguard's fixed income and index strategies, and Blackstone's private markets exposure (with allocations of 40-60% public equities, 15-30% fixed income, and 25-40% private markets), and the WVB Blackstone All Privates Fund, offering single-allocation access to Blackstone's private equity, infrastructure, real estate, and credit strategies. The launch, part of a broader trend of joint ventures between traditional and alternative asset managers, follows similar products from Capital Group and KKR. Industry analysts expect this to accelerate the development of public/private market blended investment vehicles.
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