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We are proud to partner with The Investment Fund for Foundations to offer your account exclusive access to the Multi-Asset Fund, an actively managed option that gives qualifying donors the opportunity to recommend a long-term investment in a broad range of asset classes. This option is unique in that the fund is traditionally available only to foundations and endowments. Because of its alternative allocation, it is tailored for donors with a long-term, intergenerational perspective who are interested in recommending a buy-and-hold strategy.
The Multi-Asset Fund, which invests in a globally broad portfolio of equities, fixed income instruments, real estate investment trusts (REITs), commodities, and other securities, is one of our more diversified investment options. A portion of the fund is also carefully allocated to select hedge fund investments. The current target asset allocation, which may vary over time, is shown in the pie chart below. Please note: Actual asset allocation will differ from target.
Current target asset allocation
This option, while not right for all our donors, is suited for those with high account balances who are pursuing long-term giving strategies, similar to an endowment. The minimum initial investment is $50,000, additional exchanges must be $10,000 or more, and each exchange results in an entry or exit fee. Only accounts with ongoing balances of $100,000 or more are eligible to invest in the Multi-Asset Pool.*
*Eligibility is subject to Vanguard Charitable's approval and is based on account balance, activity, and patterns. Accounts with balances less than $1 million will be evaluated. A maximum of 90% of your account's total balance may be invested in the Multi-Asset Pool.