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:
May be suitable as core (or complementary) anchor in a global equity allocation.
Seeks to provide incremental returns above Benchmark over a full economic cycle.
The systematic approach used by Vinva has a proven track record dating back over 20 years.
Data and technology drive a repeatable and scalable process with over 15,000 stocks covered.
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.
