The Vinva Global Systematic Equities Fund (Class C) (the Fund) provides access to a broadly diversified portfolio of stocks listed in developed economies. Based on a systematic investment strategy developed over 20 years, the Fund seeks to deliver investors consistent outperformance with low volatility though the investment cycle. It may be suitable as a core, style-neutral holding in an investor’s global equity allocation.

The Fund is a global equity portfolio that seeks to outperform its benchmark – the MSCI World ex Australia ex Tobacco ex Controversial Weapons Index (AUD) (the Benchmark).

With over 500 stocks typically held in the portfolio at any time, the fund manager Vinva Investment Management (Vinva) aims to generate outperformance by taking many small active positions. This incremental approach is intended to promote the consistency of returns against the Benchmark over the investment time horizon.

The Fund also can short stocks (up to 20% of total portfolio exposure), as an additional lever to promote consistency and smooth out volatility.

The Fund is available to retail investors on a range of wealth management platforms including:

  • NetWealth
  • CFS FirstWrap and Edge
  • Mason Stevens
  • HUB24
  • Praemium
  • BT Panorama
  • Centric

Key Fund Info

Key Fund Facts

Fund manager Vinva Investment Management
Responsible entity Centric Capital
Inception Underlying Strategy – February 2021
 Benchmark MSCI World ex Australia ex Tobacco ex Controversial Weapons in AUD with net dividends reinvested
 Number of shares Typically, between 500 and 750
 ESG ESG integrated but not a dedicated ESG strategy
 Currency hedging Unhedged AUD
Management Fee 0.77% p.a.
Performance Fee 15.77% p.a.
Stock weight Benchmark +/- 2.5%
GICS Sector L1 weight Benchmark +/- 3%
Country weight Benchmark +/- 3%
Emerging markets Nil exposure
Short maximum 20% portfolio value across multiple shares
Cash 0-2%, typically fully invested

 

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Why Invest

No style bias to growth or value

May be suitable as core (or complementary) anchor in a global equity allocation.

Performance consistency

Seeks to provide incremental returns above Benchmark over a full economic cycle.

Experienced, long-standing investment team

The systematic approach used by Vinva has a proven track record dating back over 20 years.

Systematic approach

Data and technology drive a repeatable and scalable process with over 15,000 stocks covered.

Portfolio Manager

Vinva Investment Management is an independent and privately owned global investment management firm based in Australia. It is a pioneer in systematic equity strategies and specialises in long-only, long-short and market neutral strategies across Australia and global equity markets.

The firm was established in 2010, although the origins of the team and style date back to the 1990’s. It is one of the most reputable and respected fund managers with a track record of performance delivery for over 25 years.

It manages over $20 billion managed in assets across institutional and wholesale clients.


How To Invest

Download the PDS
Download the PDS

Download and read the product disclosure statement (PDS).

Download
Complete the Application Form
Complete the Application Form

The application form can be accessed in the ‘Product Documents and Forms ‘ section via the link below.

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