Active investing is at our core. Active investing is at our core.
We're well known for our strength in passive investing but we've been leaders in active since our founding over 45 years ago.
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$1.7T*
Active assets under management
Vanguard manages more money in active strategies globally than the size of the Canadian mutual fund industry
45+
Years of experience
We have managed active funds since our inception in 1975, and in Canada since 2018
In Canada, on average, our management fees are 22.5%*** lower than the industry average F series management fee.
Since 1975, Vanguard has been consistently lowering the average expense ratio for our clients around the globe. As our assets grow, we lower our costs, meaning your clients save more of what they earn.
$6.6B*
Average mandate size of our external active sub-advisors
We work with proven managers who sub-advise our active strategies
14
Years
Average tenure of our sub-advisor relationships
25
External sub-advisors for our global active lineup
Tracing its history to 1928, Wellington is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries.
Baillie Gifford is an independently owned investment management firm. It is owned and run by 39 of its senior executives who operate as a partnership, a structure which has endured for over a century, and which provides stability for clients and motivation for employees.
Schroders is an investment manager with broad expertise across public and private markets, investing on behalf of savers and investors globally.
Pzena's investment philosophy is simple: seek to buy good businesses at low prices. Pzena focuses exclusively on companies that are underperforming their historically demonstrated earnings power, performing fundamental, bottom-up research on these companies in an effort to determine whether the problems that caused the earnings shortfall are temporary or permanent.
We employ a well-defined process to select world-class investment talent with differentiated investment philosophies. And, by combining managers with distinct — but complementary — investment philosophies in our funds, we are less dependent on any one manager, investment style, or market environment to deliver results.
The fund seeks to achieve its investment objective by investing primarily in a combination of equity securities of companies (approximately two-thirds of the portfolio) and fixed income securities (approximately one-third of the portfolio). The fund’s holdings may be selected from all economic sectors and industry groups, and located anywhere in the world, providing exposure to a broad range of developed and emerging markets. The fund employs an active management strategy. Its independent sub-advisor follows a distinct approach in managing the fund’s assets to maintain a balance between its equity and fixed income components.
The fund seeks to achieve its investment objective by investing primarily in equity securities of companies which tend to pay above-average levels of dividend income and located anywhere in the world. Under normal circumstances, at least 80% of the fund’s assets will be invested in equities. The fund employs an active management strategy. The sub-advisors follow distinct approaches in managing separate portions of the fund’s assets.
The fund invests mainly in large- and mid-capitalization companies primarily in the United States whose stocks are considered by sub-advisor to be undervalued. Undervalued stocks are generally those that are out of favour with investors and that the sub-advisor believes are trading at prices that are below average in relation to measures, such as earnings and book value. The fund uses multiple sub-advisors.
The fund seeks to achieve its investment objective by investing primarily in the stocks of companies located outside Canada and the United States and is expected to diversify its assets in countries across developed and emerging markets. In selecting stocks, the fund’s sub-advisors evaluate foreign markets around the world and choose large-, mid-, and small capitalization companies considered to have above-average growth potential. The fund uses multiple sub-advisors to manage its portfolio.
The fund seeks to achieve its investment objective by investing primarily in fixed income securities. The fund will invest in securities of issuers located in a number of countries throughout the world, including issuers located in emerging markets, and in securities denominated in various currencies.
The fund seeks to achieve its investment objective by investing primarily in global equity securities. The fund typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities.
Search for any of our active mutual funds to learn more.
If you have questions or would like more information, please contact your Vanguard sales representative or visit our contact us page.
* USD
***The average management fee is calculated by taking the average management fee of the industry for series F funds. Vanguard is lower than 22.5% of the industry when compared to the maximum fee for VIC600 of 0.55.
Les fonds de placement peuvent donner lieu à des commissions de courtage, à des frais de gestion ou à d’autres frais. Les objectifs de placement, les risques, les frais et les commissions, ainsi que d’autres informations importantes figurent au prospectus; veuillez le lire avant d’investir. Les fonds de placement ne sont pas garantis, leur valeur change fréquemment, et leur rendement passé peut ne pas se reproduire à l’avenir. Les fonds Vanguard sont gérés par Placements Vanguard Canada Inc. et sont offerts au Canada par l’intermédiaire de courtiers inscrits.
Ce document est fourni à des fins informatives seulement. On ne devrait pas se fier aux renseignements contenus dans ce document, ceux-ci ne constituant pas des conseils de placement, fiscaux ou basés sur des recherches. Ce document ne constitue d’aucune façon une recommandation, explicite ou implicite, une offre ou une sollicitation d’achat ou de vente de titres ou en vue d’adopter une stratégie de placement ou de portefeuille précise. Les opinions et perspectives exprimées dans ce document ne prennent pas en considération les objectifs de placement, les besoins, les restrictions, ni les circonstances propres à un investisseur particulier. Par conséquent, elles ne devraient pas servir de base à toute recommandation de placement précise. Il est fortement recommandé aux investisseurs de consulter un conseiller financier ou fiscal pour obtenir de l’information qui s’applique à leur situation particulière.
Tous les fonds de placement, y compris ceux qui tentent de reproduire le rendement d’un indice, sont assujettis à des risques, dont la possibilité de perdre le capital investi. La diversification ne garantit pas un profit et ne protège pas contre les pertes en cas de repli du marché. Même si les FNB Vanguard sont conçus pour être aussi diversifiés que les indices qu’ils tentent de reproduire et qu’ils peuvent procurer une diversification supérieure à celle qu’un investisseur individuel peut obtenir à lui seul, un FNB donné n’est pas nécessairement un placement diversifié.
À moins d’indications contraires, toutes les valeurs monétaires sont exprimées en dollars canadiens.