Wellington, Vanguard and Blackstone Launch 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 WVB All Markets Fund integrates Wellington's active public equities, Vanguard's active fixed income and index strategies, and Blackstone's perpetual private markets platform, with allocations ranging from 25-40% private markets. The WVB Blackstone All Privates Fund provides single-allocation access to Blackstone's private equity, infrastructure, real estate, and credit strategies. The launch follows SEC filings and is part of a growing trend of joint ventures between traditional and alternative asset managers, with similar products from Capital Group/KKR already in the market. Industry experts expect this to accelerate the trend of public/private market asset blends in the interval fund space.
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